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COLLEGE PLANNING


FUNDING COLLEGE

Most people thinking I'm talking about investing in a 529 plan when I make this statement.  Yes, that is part of it, but it is ONLY a part of it! A part of planning for cost of college, is looking at all the resources and services available to help you! 

  • What is your expected family contribution (EFC)?

  • How do you control costs?

  • What conversations should you be having with the college?

  • Is the distribution from my 529 taxable?