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College & Education
Saving for education and paying down student debt.
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Education funding sits between two competing goals: saving enough to help, without sacrificing retirement to do it. The account you choose affects financial aid, taxes, and flexibility if plans change.
These guides cover funding an education, savings accounts for children, and strategies for paying off student loans.
College & Education
Comparing Savings Accounts for Children
UTMA/UGMA, 529 plans, and other accounts each come with different rules. See how they compare.
Free PDF downloadCollege & Education
What Issues Should I Consider to Fund My Child's College Education?
College funding touches financial aid, savings accounts, and your own retirement plan. See what to weigh.
Free PDF downloadCollege & Education
What Issues Should I Consider When Paying Off My Student Loans?
Loan type affects the right payoff strategy. See what to review before making a plan.
Free PDF download