EDUCATION PLANNING

There are a number of investment accounts you can use to help save for a child’s education. Whether you decide to use a 529 savings plan (a flexible, tax-advantaged account designed specifically for education savings), or a custodial account, which is invested in the child’s name (Uniform Gifts to Minors/Uniform Transfers to Minors Accounts – UGMA/UTMA), it is never too early to start saving for college education. Call or email us today for more information on how you can start planning for your child’s education.