College Planning

College Savings

529 Plans
- 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? - https://www.irs.gov/taxtopics/tc310

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

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A Cheat Sheet for Sending Your Kid to 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.

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Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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