With rising tuition costs, the funding of children’s higher education expenses has become a growing concern. The key is to start early. This “jumpstart” allows you to take full advantage of many tax savings opportunities.
Our close affiliation with the accounting firm Terry Lockridge & Dunn
allows our financial advisors to combine the insight of the accounting profession with the foresight of financial planning. It allows us to take a comprehensive approach to education planning. The benefit for you is a coordination of college, investment and tax savings.
There are many ways to save for your children’s college education.
We assist with numerous funding tools, including:
- 529 College Savings Plans
- Coverdell Education Savings Accounts (ESA)
- Uniform Gifts to Minor Act (UGMA) & Uniform Transfers to Minor Act (UTMA) Accounts
- Completion of financial aid forms
For more information on Education Planning
, contact Patty Davidson
or Donna Sanders
. They can be reached in Cedar Rapids at (319) 364-3041 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us