College

Funding your children's college education is one of the biggest challenges of parenthood. These articles will explain options for college savings accounts and their tax benefits, including 529 college savings plans, Coverdell education savings accounts and Roth IRAs; the many investment options available to you in these accounts; and various investment strategies in paying for college.

Advantages of a 529 Plan Today

by Malik S. Lee, CFP, CAP, APMA Sep 15, 2022 Thinking of a Career Change? Make Yourself the Beneficiary of an Educational Savings Plan

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Choosing a 529 Plan

by Danielle Schultz, CFP, CDFA Sep 15, 2022 Don’t Forget You Are Not Restricted to Your Own State’s Program!

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New Baby? Start Budgeting for College

by Matt Mondoux, CFA, CFP, CMT Oct 15, 2020 However Money Is Set Aside, Parents Need to Invoke the Rule of Compound Interest

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Investment Strategies in Saving for College

by Danielle Schultz, CFP Jul 28, 2019 You can use different accounts to achieve different goals when saving for you children's college education. Take advantage of the best features of Roth IRAs, 529 college savings plans offered by states and 401(k) plans to meet both retirement and college education targets.

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Investing for Your Children's Education

by Danielle Schultz, CFP Oct 11, 2019 The main vehicles used in saving for your children's college education are explained here: 529 college savings plans, offered by individual states, prepaid college tuition plans, Coverdell education savings accounts, Roth IRA accounts, brokerage accounts, and U.S. savings bonds.

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The Basics of 529 College Savings Plans

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Oct 15, 2020 Plans Provide a Tool for Funding Education

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Choices in College Savings Plans

by Danielle Schultz, CFP Jul 14, 2019 The difference between major college savings plans: prepaid 529 plans, regular 529 plans, UTMA/UGMA accounts, Coverdell accounts, and Roth IRAs.

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