The Quarter Million Dollar Question: Wealth Transfer & College Savings Strategies

For children born this year, the expected cost of attending four years at a public university has reached a staggering $250,000, and that projection continues to rise at a rate of almost twice that of inflation. 1 For many wealthy families, funding a child’s or grandchild’s college education is among their top financial priorities. When saving for college, most families have heard about “529 Plans” which, if funded at an early age and with frequent contributions, can help make those annual tuition checks more manageable. Although 529 Plans are right for a lot of families, there are situations…

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About the Author:

Michael Fischer is a Director, Wealth Advisor at Round Table Wealth Management. Read Michael's Biography >