Saving for Education
Education funding and beyond
If you’re like many investors, you’ll send your children off to college long before you retire. Wondering how to afford rising tuition costs has become a rite of passage for today’s parents.
We can’t bring down the cost of college, but we can offer you a solid college savings plan. It all begins with making intelligent choices about the investment vehicles that can help ease the costs as your child approaches and enters college.
Leveraging our MASTERPLAN® approach and using tools like the Coverdell Education Savings Account and 529 Plan, we can build an education funding strategy that achieves your goals, maximizes tax relief and works seamlessly with other aspects of your financial plan to help you achieve a higher level of confidence in your higher education plan.