College Expense Planning

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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