Education Savings
Whether you are planning for your child's education or advancing your own, you need a plan to help pay for it.
Consider utilizing a 529 plan. It offers tax and financial aid benefits to pay for K-12 and college expenses.
Sometimes it is necessary to utilize student loans. Complete the FAFSA and review scholarships and grants provided by many local organizations and universities to help offset the cost.
Tax credits may be available based on income. Make sure to explore all the alternatives. Some employers reimburse education expenses as part of their benefits package.
GOAL
Assess education goals and save early.
CHECKPOINTS
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529 plans
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Employer reimbursement programs
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Student loans
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Tax credits
Education Savings Resources
Financial Calculators
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
