
Jun 12
3 Tax-Smart Strategies to Help Clients Plan for College By Bryan Kirk - ThinkAdvisor
Graduation season often sparks conversations between financial advisors and their clients about saving for college.
Higher education is a significant investment for many families. Advisors can make this investment less daunting by helping clients create a tax-smart college savings plan.
There are several strategies to help clients support children, grandchildren or others pay for college. The key is aligning those strategies with the client’s goals and financial circumstances.
