branding

College Savings

It may be overwhelming to think about the costs for your child's education, but the earlier you start, the longer your money can work for you.

Helping Make College Dreams a Reality

A college education is no longer just a nice-to-have, it's practically a requirement. Unfortunately, the cost of many private colleges is well over $100,000. As tuition and fees continue to rise, the cost for a four-year education could double in just over a decade.

Your child or grandchild can still attain a college education, but it is not automatic. The good news is AssuredPartners Investment Advisors can help.

Education Planning Tools

Although the obstacles may seem numerous, there are ways to begin saving for a college education. Today, education savings vehicles are plentiful and diverse, with a broad range of tax benefits and consequences, financial aid implications, contribution limits, and asset flexibility.

529 Plans

A 529 plan is an investment plan operated by a state, designed to help families save for future college costs. As long as the plan satisfies a few basic requirements, the federal tax law provides special tax benefits to the plan participant.

Coverdell Education Savings Accounts

A Coverdell Education Savings Account is a trust account especially designed for education costs.

The most important thing you can do to secure a child’s educational future is to start planning today. Our advisors can help make the college dream a reality.

Contact one of our experienced financial advisors today. 

Contact

Blog

Early bird square
First Doesn’t Always Mean Winning
Financial Wellness03/27/2024

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its...

Plan your future_square
How Do You Plan for a Future You Can't Accurately Predict?
Personal Planning03/20/2024

In 1992 American political scientist Francis Fukuyama published The End of History and the Last Man. This highly regarded book declared that global politics had reached its final stage. Liberal (in...

60 40 allocation square
Three Reasons Why the 60/40 Allocation can be a Good Starting Point
Wealth Management03/13/2024

Many people have the misconception that the primary goal of investing is to make as much money as you can as fast as you can. Unfortunately, you can't just order up outsized returns like a delivery...

See All News