Скачать или смотреть Financial Planning Checklist: What to Consider to Fund Your Child’s College Education

If you’re a parent, you’ve probably thought about your child’s future more times than you can count. College may feel far off, or it may be right around the corner – either way, the decisions you make now can have a big impact on how you pay for it.

This checklist is designed to guide families through the critical issues to consider when funding higher education, including:

• Financial Aid: From completing the FAFSA to exploring scholarships, grants, and work-study programs, understanding how aid works is an essential first step.
• Funding Options: We’ll look at a range of strategies – including family gifts, military benefits, and education loans – to help bridge the gap between aid and actual costs.
• Tax-Advantaged Accounts: Accounts like 529 plans, Coverdell ESAs, IRAs, and even certain bonds can provide unique tax benefits. The checklist outlines how each works, including contribution strategies and withdrawal rules.
• Tax Planning Opportunities: Education-related tax credits and deductions can significantly reduce the out-of-pocket cost of college. Knowing how these interact with savings accounts and student loans is key to maximizing benefits.

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