Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

529 Education Savings Plans

529 Education Savings Plans may be a considerable option for many families seeking to set aside funds for future college or other education expenses on a tax-deferred basis. As independent advisors, we are under no pressure to recommend specific education savings programs or proprietary products of any type. Our only concern is which program best meets your needs.

Contact Us to find out if a 529 Plan is the right solution for your education planning needs.