Invest in what
matters most.
Saving for college can be overwhelming. Navigating the ins-and-outs of account types, contributions, and tax implications shouldn’t require a Ph.D. Let us help you invest in your child’s future. Here’s how…
Saving for College
A college education is an important investment in your child’s future. There are several tax-advantaged ways to help save and pay for college, from college 529 accounts to using retirement plan dollars to pay the bills. And because we don’t want anything holding your student back, we don’t charge fees to set up college savings accounts.
We have answers to several common questions, such as:
What’s the best way to save for college?
What are the tax implications of each account type?
How much should I expect the student to contribute?
What expenses qualify for tax-free distributions?
Can other friends and family add to the account?
How will a 529 college account affect student aid or FAFSA?
How can I take penalty-free distributions from my retirement account to help?
We can help you answer all these questions and more.
Schedule a free, no-obligation consultation to discuss your college savings plan with us at (530) 487-1777 or schedule an appointment online.