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College Planning
A college education is one the greatest gifts you can give a child or grandchild. While its best to start saving at a young age, we can help parents of any age student develop a college planning strategy.
We evaluate:
- How much you should be saving to reach your college goals
- What account(s) should be used to maximize your financial aid availability
- What accounts offer the investments you want to use
- What are the tax benefits of the different accounts
Options are tax-advantaged and offer design flexibility
- 529 Plans
- Coverdell Education Savings Accounts
- Custodial Accounts (Uniform Transfers to Minors Act)
- Investment accounts owned by the parent/grandparent/guardian
- Cash Value Life Insurance
College Planning: Projects
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: FL, TX.
EAL Investments & Insurance, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
Fixed insurance services offered through EAL Investments & Insurance, LLC
College Planning: Text
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