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A Tax-Advantaged savings plan designed specifically for college savings
Sponsored by individual states
Some states may provide tax incentives
Can be self-directed or Advisor managed
Lifetime contribution limit is at $450,000 as of 2023
Coverdell Education Savings Account
An alternative form of college savings but because of contribution restrictions has lost popularity when compared to 529 Plans
Wish to learn more? -
Saving for College
This calculator can help you estimate how much you should be saving for college.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.