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.


CHECK POINTS

  • 529 plans

  • Employer reimbursement programs

  • Student loans

  • Tax credits

RESOURCES