Guide to Funding an Education

10 Tips from a Financial Advisor

Tips to consider when planning to fund an education.

At Private Ocean, we speak to many clients who are interested in funding or contributing to the education of their children and grandchildren. There is a variety of different options available today, from variable 529 Plans, guaranteed tuition programs, Coverdell ESAs, and other strategies that can help meet college funding plans. 

Download our guide to get tips on:

  • Funding and trust options
  • Gift taxes and 529 plan withdrawals
  • Financing options