If funding education for children or grandchildren is among your priorities, there are a variety of options to consider. These include tax-efficient savings plans such as a 529 plan or an Education IRA, taxable savings and investments, and loans. The right choices depend on your particular situation. There are many decisions to make, so knowing details, risks and benefits is essential.
Our Education Planning Approach
One size never fits all, and personal attention to each client's individual financial situation is essential for determining the best means of funding education. Allegheny advisors have all the tools to design a program that makes sense for you and your children or grandchildren.