Have you determined how you will best financially contribute to the education of your children and grandchildren?
Tax Deferred College Funding
What college savings plan should I use? 529 plan? Coverdell education savings account? Pre-paid tuition plan?
Income Tax Credits
Do my family qualify for the following tax credits?
- Hope scholarship
- Lifetime learning
Charitable Remainder Trusts
How can I properly use a charitable remainder trust to fund my children’s college education?
For what benefits can I qualify? Where should I position my assets to have the best chance at receiving financial aid?
Other Saving Strategies
Outside of qualified college plans, what other options do I have to consider?
*Disclosure: Neither United Planners Financial Services of America, nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.
**Securities and Advisory services offered through United Planners Financial Services, Member FINRA/SIPC.