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