Education Savings

We offer a wide variety of strategies around saving for education.  Each client family has different needs and different desires for how to best achieve the goal.  We want our clients to know all the possibilities available to them before choosing how to save.

529 Plans (Most Common)
We offer a broad spectrum of 529 plan options to help you assist clients of all ages in employing the most appropriate tax-advantaged strategies for education funding. We also analyze client needs and compare plans.

• Approved list of 529 plans

• 529 Analyzer

• Smart Saving for College

• Better Buy Degrees

• 529 plan checklist

• Comparison of College Savings Options

Many of our clients are aware that 529 Education Savings Plans are a viable option for funding a broad range of education costs and expenses for children and grandchildren. But they may not be aware that savings accumulated through these plans may also be used to cover certain adult continuing education needs, including many professional ongoing education programs and certain certification program requirements. As the need for and interest in these program grows, clients can rely on us for guidance in choosing the right plan for their needs.

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 benefits 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. Investors should consult with their tax advisor before investing