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Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

529 Education Savings Plans

529 Education Savings Plans* can be a good solution for many families seeking to set aside funds for future college or other education expenses on a tax-deferred basis.

As independent advisors, we are under no pressure to recommend specific education savings programs or proprietary products of any type. Our only concern is which program best meets your needs.


* Prior to investing in a 529 Plan, investors should consider whether the investor's or the designated beneficiary's home state offers any state tax or other benefits that are only available in investments in such state's qualified tuition program. Withdrawals used for qualified expenses are generally tax free. Nonqualified withdrawals may result in federal income tax and a 10% federal tax penalty on earnings. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.