College Planning

• Investing
• Estate Planning
• College Planning
• Tools to Help You Plan

It is never too early to start saving for college!

 

A 529 Plan is an education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs. It is named after Section 529 of the Internal Revenue Code which created these types of savings plans in 1996.  Click Here to Calculate College Savings Needs.

Other College Savings Vehicles Include:

Coverdell Education Savings Accounts
Qualifying U.S. Savings Bonds
Roth IRA
Traditional IRA
UGMA/UTMA
Mutual Funds

Excellent planning tools at your fingertips available to you through Allied Financial Strategies (AFS).