Why Save? The cost of college education is rising well beyond the rate of inflation. According to many online calculators the cost of tuition, fees, and.

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Presentation transcript:

Why Save? The cost of college education is rising well beyond the rate of inflation. According to many online calculators the cost of tuition, fees, and room and board for a four- year degree in 2028 will be $242,091 for a public institution, $487,328 for private.

Make a Plan What is your income? How much of a risk can you take? Do you think you can qualify for financial aid? How much time do you have to save? What are your goals?

Savings Plans to Consider 529 Qualified Tuition Plan: College Savings Account 529 Qualified Tuition Plan: Prepaid Tuition Plan Coverdell Education Savings Account (ESA) UGMA/UTMA

529 Savings Plans College Savings Account Prepaid Tuition Plan

529 Savings Plans College Savings Account Prepaid Tuition Plan

529 Savings Plans College Savings Account Prepaid Tuition Plan

Cashing Out a Prepaid Tuition Plan 529 Savings Plans

Best Candidates for Prepaid Tuition Plans You don’t expect to qualify for financial aid You’re a conservative or novice investor You understand the risks 529 Savings Plans

College Savings Account vs. Prepaid Tuition Plan What’s the tax treatment? 529 Savings Plans

Who is eligible? What are the contribution limits? College Savings Account vs. Prepaid Tuition Plan 529 Savings Plans

Account allocation? Can I change beneficiaries? College Savings Account vs. Prepaid Tuition Plan 529 Savings Plans

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Beyond 529 Plans Coverdell Education Saving Account (ESA) UGMA/UTMA

Beyond 529 Plans Coverdell Education Savings Account (ESA) UGMA/UTMA

Beyond 529 Plans Coverdell Education Savings Account (ESA) UGMA/UTMA

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College Savings: Course 101 Questions?