Class is in session, and this is a lesson you don’t want to miss.
With the cost of higher education rising, it’s important to determine early on how to fund your child’s education.
Each option comes with its own pros + cons. Depending on how much time you have to save, access to liquidity, and the types of accounts + assets you already possess can push you toward one vehicle over another.
See which option works best for your family, and connect with Gratz Park Private Wealth 859-259-0909 to get started.
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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Contributions to a retirement account may be tax-deductible depending on the taxpayer’s income, tax-filing status, and other factors. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Prior to making an investment decision, please consult with your financial advisor about your individual situation.