Educational Funding

With college and private school tuitions becoming significant investments, it’s never too early to consider future educational costs. When setting aside funds to cover these costs, it’s important to determine which program provides the greatest tax efficiency. We can provide specialized guidance to help ensure you select the optimal program(s) for your educational and tax-relief needs.

The following programs may be utilized for education: 529 College Plans, Coverdell Educational Plans, Roth IRAs, and Traditional IRAs. These programs all have some sort of tax favored treatment, however, understanding the pros and cons can be confusing. We are here to help you explore which plans are best suited for your particular situation, establish a plan for you and provide management of the assets in the plan.