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Education Planning

A solid education contributes significantly to personal and financial success—something we all want for our children.  But paying for college or K-12 can feel beyond reach to many students and their families. Will your current portfolio meet your future needs of financing one or more educations?  And what are the tax implications of your present investments?  If you’re not sure about the answers, it may be time to consider an objective evaluation.

There are numerous saving instruments that can be used as resources for planning for your child’s education funding.  Additionally, there are various sources of financial aid available and tax benefits for education.  PlanVest Financial can help you evaluate and plan for the gift of a great education for all your children or grandchildren.  For more information please take a look at the information resources listed below.

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Abc’s of College Funding

Learn about options for funding your child’s education

Education Savings Instrument Comparison Grid

Saving instruments that can be used
to fund your child’s education

IRS Publication 970 Tax Benefits for Education

Tax benefits for education

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.