Broker Check

What Issues Should I Consider To Fund My Child’s College Education?

| July 30, 2019
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This checklist covers 21 of the most important planning issues to identify and consider when a client is trying to determine how to fund college. It’s structured as follows:

  • Financial Aid Issues
  • Funding Issues
  • Qualified Account Issues
  • Tax Planning Issues

This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.

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