Education Funding

As the cost of college continues to rise, beginning a savings plan for your child's education
is essential.  There are many different ways you can begin this important step:

529 Plans
These plans allow you to save and invest on a tax-advantaged basis to fund future college and graduate school expenses of a child or other beneficiary.  

Coverdell Education Savings Accounts
These are perfect for individuals who want to set aside dollars on a tax-advantaged basis for education expenses. Certain income limits apply.

Custodial Accounts
These are ideal for investors who want to make a gift, in the form of securities or cash, to a minor.

To discuss education funding or to schedule an appointment, please call (314) 480.1393 or e-mail info@summit-advisory.com.