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What Issues Should I Consider To Fund My Child’s College Education?

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Interactive Checklist Created with Sketch.

This checklist covers 21 of the most important planning issues to identify and consider when a client is trying to determine how to fund college. It’s structured as follows:

  • Financial Aid Issues
  • Funding Issues
  • Qualified Account Issues
  • Tax Planning Issues

Updated for 2020 (including The SECURE ACT)

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