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.