Higher Education Planning
Funding higher education may be one of the most important investments you ever make. We help you discover how tax-efficient college funding and distribution options fit in with your other financial goals and coordinate your cash flow and investment choices accordingly. We also take into account how the tax implications of your funding options will affect the other areas of your plan both before your child or grandchild begins and while they are in school. And if college doesn't end up being in the cards for your beneficiary, we help you reallocate those funds toward your other investment goals as tax-efficiently as possible.