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Education Planning

The cost of traditional college tuition and its alternatives has risen. Whichever path you and your beneficiaries choose, planning early is important for you and your income.

Gies Associates can help those wondering which route is best for their particular wishes when it comes to education planning. Many of the vehicles listed below have characteristics that include benefits for traditional and alternative education routes.

Commonly used education planning tools:

  • 529 Plan
  • Coverdell Education Savings Plan
  • UTMA Accounts
  • Inheritance
  • Gifts

Financial aid eligibility should be considered when saving for college and future educational goals. Contact us today for more information on your particular situation.

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