College Savings Options

College Expense Planning

College is expensive, and the cost will only continue to rise. With an average annual increase of 5-9% each year, it will take a small fortune to put your child through college.

We can help.

The basics of financial planning used in conjunction with the proper tax-saving vehicle can allow families to pre-fund college expenses.

In addition, some of these vehicles can be great tools for parents and grandparents to use for trusts and estate planning.

College Savings options

  • 529 State Prepaid Tuition Plans
  • 529 State College Savings Plan
  • UTMA Uniform Transfer to Minors Act
  • Coverdell Education Savings Account

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