Education planning often drives clients’ saving and gifting strategies. Liberty Wealth Advisors® assists you in understanding and optimizing the use of education-related, tax-efficient gifting strategies for your children, grandchildren, and other beneficiaries.
- Review various educational savings options
- Assess eligibility for educational tax credits
- Evaluate funding options and impacts on future financial aid eligibility
- Research options for eligible scholarships and grants
- Project college costs
- Set up 529 Plans (qualified tuition plans authorized by section 529 of the Internal Revenue Code) and coordinate 529 withdrawals