Education Savings Plans

Instrumental Wealth Guides You

If one of your financial goals is to pay for a child’s education, the earlier you start, the more time you’ll have to ride the fluctuations of the financial markets. There are several college funding tactics—ranging from 529 Plans, Prepaid Tuition Plans, Custodial UGMA and UTMA accounts, and even Roth IRAs—all of which have pros, cons, and tax implications. Instrumental Wealth guides you through the best way to allocate resources based on your situation.