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College Planning

Few investments are more important to a child’s future than an education. To save for your child’s or grandchild’s education, there are several investment vehicles available: a 529 College Savings Plan, a Coverdell Education Savings Account, a custodial account under the Uniform Gift to Minors Act (UGMA) or the Uniform Transfer to Minors act (UTMA). Each of these education savings options has its own unique benefit.




image006.jpg“According to Sallie Mae, 9 out of 10 families expect their children will go to college – but only 4 out of 10 families have a plan to pay for it.

With college costs increasing at a staggering rate, our clients often grapple with how and whether to support their kids and grandkids education funding. Additionally, new tax reform laws allow limited use of 529s for K-12 expenses, opening the opportunity for a broader conversation about funding a child's entire education not just college.”
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Susie Bauer, 529/UIT Manager, Wealth Solutions Group




Address: 4215 Worth Avenue, Suite 200 Columbus OH 43219

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