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What Issues Should I Consider To Fund My Child’s College Education?
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This checklist covers 21 of the most important planning issues to identify and consider when a client is trying to determine how to fund their child’s college education. It’s structured as follows:
- Financial Aid Issues
- Funding Issues
- Qualified Account Issues
- Tax Planning Issues
Updated for 1/15/2021
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“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
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