Guide to Education Planning - excerpt
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Guide to Education Planning - excerpt

1 year ago · 372.6 KB Download

This chapter excerpt covers different types of funding strategies and the full guide can be your go-to source for helping clients with all thing's education-related. Some helpful planning tips offered in this excerpt include:

  • Develop a funding strategy early to maximize the future value of savings,

  • Incorporate two funding scenarios for each type of school (50% funding and 100% funding for example),

  • Communicate the funding plan to all parties, and

  • 529 plan distributions should occur in the same tax year the expenses are actually incurred.

Download the education planning guide excerpt

File name: education-planning-guide-excerpt.pdf

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