College Planning


Set them up for success.

What to consider before selecting a plan:

  • What are the tax benefits?
  • Who controls the funds?
  • How much risk is involved?
  • Are there contribution limits that may hinder your ability to meet savings goals?
  • Are large contributions subject to gift taxes?
  • What investment options are available?

Interested?

If you are interested in this item and have some questions, feel free send an inquiry.

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