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Education Planning

Have you ever asked yourself any of these questions?

  • What do I need saved for my kid(s) education for K-12 as well as for college? How much should I be setting aside each month/year?
  • What are the most advantageous savings accounts to save for education expenses?
  • What are the financial aid options available for education?
  • Am I maximizing all the deductions and credits available for my education savings planning?
  • What are the various grants, subsidies, loans, that I should be applying for and how do I go about doing that?
  • Should I coordinate an education loan  jointly with my child?
  • What happens to money I saved for education in various types of accounts if it is no longer needed for education expenses?

These are just some of the education planning questions we work with our clients to answer.  Education costs and their inflation rate can be a daunting expense for any family. Thankfully there are many types of accounts and programs out there aimed at helping the diligent.  We work with you to explore the various options available to you and put a plan in place to help achieve your education goals.

Types of accounts we utilize:

  • Coverdell Education Accounts
  • 529 Plans
  • UGMA/UTMA Custodial Accounts

Reach out to us to schedule a confidential consultation by calling (301) 518-7330 or click here