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Education Planning: Setting Up the Next Generation for Success

Planning for the cost of college education goes far beyond just investing money for tuition costs. Are you making an appropriate contribution amount to meet your goals? Who is the owner of your education savings accounts and will that reduce your eligibility for financial aid? What tax credits or scholarships might also be available?

  • Opening 529 accounts to maximize potential tax benefits
  • Contribution calculations to ensure desired funding level
  • Ensuring optimal asset ownership to maximize financial aid
  • Maximizing gift opportunities from family members
  • Reviewing possible tax credit or scholarship opportunities

Staub Financial can help navigate the transition into higher education. Contact us today to learn more about our investment management services.

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