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.
- Late Stage College funding
- Admission strategies
- Tax strategies
- Scholarship strategies
- Section 529 Plans
- Coverdell Education Accounts
