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College Planning for Parents with Younger Children
What's the best way to invest for college?
How much is my kid's college education really going to cost?
Is my broker or accountant trying to "scare" me into making an investment by hypothesizing that my 8 year old daughter's education will cost over $100,000?
If I was going to "invest" for college where should I put the money?
I've heard that UGMA trusts (Uniform Gifts To Minors Act Trusts) are a good savings option for college. Is this true?
Tell me more about the Education IRA.
Tell me about the 529 Plan.
Joke:
If you took all the education savings plans and buried them on the bottom of the ocean, what would you have?
Answer: "A good start."
In all seriousness, everything you've ever wanted to know about the best approaches to investing for college is just a phone call away.
Should I invest?
If so, where should I put it (UGMA, Ed IRA, 529 Plan, Roth IRA, 401k, etc.)?
Is my broker the right person to make recommendations in such a specified field?
How much should I invest?
What if my kid is 18, and I haven't invest?
What if my kid is 2, and I don't want to invest?
Are their bad places to save for college? (YES!)
What are the best places to save for college?
Jonathan Wilson, founder of Carolina College Prep, is a Certified Financial Planner Licensee (CFP), and maintains an expertise in college funding options and strategies to improve scholarship packages.
Where applicable, investments are provided through
Silver Oak Securities Inc. 339 North Highland Avenue Jackson, TN 38305
Member FINRA (formerly NASD, SIPC)
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