Education Planning
KFAÂ advises our clients on the most effective strategies to be prepared financially to send children to college. Together we assess needs, address the many tax incentives provided for education; discuss funding strategies and college savings vehicles.
Planning for Future Generations
Education planning ensures that your children or grandchildren will have the funds available to pay for education expenses. Understanding the different options available and determining the most effective way to finance education is one of the many services offered by KFA.
There are several options when considering education plan including:
- Tax Advantaged Methods
- IRC Sec. 529 Qualified Tuition Plans
- pre-paid tuition plan
- college savings plan
- Coverdell Education Savings Plan
- Gifting
KFA helps you to examine investment options that build a customized education plan which takes into consideration your financial goals, risk tolerance and timeline.