With average college costs increasing and a bachelor’s degree becoming more necessary to get a job, how to fund a college education is hanging over many American’s heads. We can guide you into the right financing plan - from budgeting to leveraging the potential tax treatment.
We create plans that seek to quantify and estimate the total education costs for the special children in your life.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.