Written for the individual investor, this 86-page guide explores the planning and savings options available to families that are saving for a child's education.
The areas covered include: affording the college of your choice; comparing college savings alternatives such as 529 plans, Coverdell education savings accounts, UGMA/UTMA accounts, and taxable investment accounts; transferring assets between accounts; financial aid considerations; and putting your college savings plan together.
The Family Guide also includes a comprehensive chart that compares different aspects of 529 plans and other college savings alternatives. The chart is a great quick-reference tool for those researching their options.
Written by 529 guru Joseph Hurley CPA, this guide is also perfect for investors looking to take advantage of the tax breaks available to families saving and paying for college.