College Planning

College Planning

College Planning

Funding a child’s or grandchild’s education costs is a noble goal. Whether you’re paying tuition costs now or saving for the future, it’s important to determine if your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be carefully weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

TRSS Wealth Management, LLC, can help you navigate today’s complex financial aid and education planning landscape, providing information and guidance in these and other important areas of education planning: 

  • Financial aid
  • 529 college savings plans
  • Coverdell Education Savings Accounts (Coverdell ESAs)
  • UGMA and UTMA accounts
  • EE savings bonds

As independent advisors, we are under no pressure to recommend specific education savings programs or proprietary products of any type. Our only concern is which program best meets your needs.

Check our EVENT calendar, and plan to join us for one of our informative seminars on college planning and financial aid.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA and SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IA, IL, MA, ME, MD, MI, NH, NJ, NY, PA, SC, SD, VA, VT.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved