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