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There are many options to consider when it comes to paying for college. 529 plans, Uniform Transfers to Minors Act (UTMA) custodial accounts and Roth IRAs are just the beginning.
Based on your particular circumstances — e.g. income, time horizon, risk tolerance, retirement savings — we will help you determine which options will work for you. Then we will develop a plan that meets your goals and fits in with your overall wealth management strategy.
Effective education funding requires weighing questions like these:
At Journey Wealth Partners, we will walk you through the tough questions — and guide you to success in college and education planning without sabotaging your retirement. Your assignment: Schedule a complimentary “orientation” meeting now.
Paying for College: Recommended Resources