The Retirement Solutionist
Marvin Mitchell
A major challenge in today’s society is how to properly plan for your children or grandchildren’s education. It’s difficult enough to assure that your retirement goals are met. Adding college education and planning to the mix can seem overwhelming.
Knowledge
opens many doors
We can help clear up the confusion around education planning by providing you key information that will allow you to make informed choices that fit your family best.
Options include:
• Save for college in a tax efficient manner.
• Learn about various vehicles utilized to save for college.
• Save for college without interrupting your retirement planning process.
• Maintain flexibility and utilize your savings with many institutional options.
• Transfer college savings between family members with no penalty.
• Keep your Expected Family Contribution (EFC) to a minimum to maximize scholarship opportunities
We look forward to helping your legacy achieve greatness!
Copyright © 2015 Compass Retirement Solutions
