Education Funding
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Education Funding: Saving for College Long before retirement, the first financial challenge of many investors is education funding. Hefren-Tillotson can offer you a solid understanding of the investment vehicles that can provide the right yields as your child enters college. To make it easier for families to prepare for college expenses, Congress created the Coverdell Education Savings Account and also the 529 Plan. Both types of accounts feature tax benefits but should be viewed within the context of your larger financial plans, ensuring that you maximize your tax relief. Leveraging our MASTERPLAN approach, Hefren-Tillotson can help you create an education planning strategy that helps you achieve your goals for college education funding without derailing your longer-term financial goals. To learn more about our financial planning services for college education funding, contact us for a no-obligation consultation today. |
