Funding An Education

  • Review the different avenues for funding this decision including UGMA/UTMA accounts, 529 accounts, educational IRAs and bonds.
  • If you have chosen to implement one of the above accounts, you should become familiar with your various options. You can contact us to help with this evaluation.
  • If you have chosen another method, you should contact your financial representative on how best to implement it.
  • There is a wealth of information about saving for a child's education. Be sure that any information you rely on comes from a reputable source, applies to your life and needs, and leaves you with a clear understanding of your options.