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Education Planning

It's no secret that the cost of higher education has been steadily rising over the years and without proper planning and saving, it can be a significant financial burden on both you and your family.

There are various ways to save for college, ranging from 529 savings plans to Roth IRAs. Each has its own pros, cons, and tax-saving benefits. With so many education savings options, it can be difficult to know which one to choose. We are here to help you select the best fit for your unique situation to keep you on track with your financial goals.

By creating an education plan and setting aside funds for college, you can ensure that you or your children have access to an education and the opportunities that come with it. Additionally, starting to save early and regularly contributing to your education fund can make a significant impact on reducing the financial strain of education expenses.

The best way to save for education expenses might look different for each family, but one truth remains: it’s never too early to start. Let’s talk about what may be the right fit for you and come up with a contribution schedule to move you toward your goal.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. CA insurance # 0J20148. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment ServicesSM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.