College Planning

We at Legacy Wealth Planning know that one of the top priorities for parents is saving for a child’s education.

• How much will college cost?
• What College Savings Plans are available?
• What’s the difference between a:
  • 529 Plan
  • Coverdell Education Savings Account
  • UTMA/UGMA – gift to minor account
  • Prepaid Tuition Plans

We can help explain the implications and help you prepare an investment strategy that would work toward balancing capital appreciation and preservation.

We want to help you understand the differences and the benefits of these options. We are happy to review these options with you. When it comes to saving for a child’s education, it is important to choose an appropriate investment plan. Let us show you the different types of college savings plans available to you.

Please contact us to learn more.