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Education Funding

Whether you’re paying for tuition costs now or saving for future education, it is important to ensure your education strategy is compatible with achieving your retirement goals. Tax considerations and retirement income needs must be evaluated before choosing a strategy. Please note, while education costs can financed with education loans, retirement expenses cannot.

Our goal is to provide you with the best options to meet your education funding requirements. The following are among the most popular education savings plans available today:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • Uniform Gifts to Minors Act
  • Uniform Transfers to Minors Act


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