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Saving for Education

The cost of an undergraduate college education has been increasing at approximately twice the rate of inflation, as measured by the Consumer Price Index, during the last 25 years.  Do you know how you will pay for your children, grandchildren, or other family members to attend the college of their choice?

 

Fortunately, the U.S. Congress and many state legislatures have passed legislation establishing tax-advantaged strategies to help parents and grandparents save for educational expenses.  Cornerstone can help you evaluate the different educational savings vehicles such as Section 529 Plans, Coverdell ESAs, pre-paid tuition plans, UTMAs, and other strategies to determine which strategy is the most appropriate for your circumstances.