More College Savings Strategies

Now Is The Time To Save For College

Saving for college is a challenge...

But knowledge is power, and knowing the saving vehicles available will help you make a more informed decision.

There are many considerations:

IRS Rules:

• Income Restrictions
• Your family dynamics, number of children, ages, income, school choice, etc.
• Can you use the savings for Nonqualifiing Expenses?
• Are the Savings subject to Income Taxes?
• Time/Age Restrictions
• Does the savings vehicle limit other financial aid?
• Estate Tax analysis
• Gift Tax analysis