Education Funding
Higher education expenses can represent a large percentage of your overall financial obligations.
We assist clients by:
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Analyzing and recommending appropriate education vehicles, such as 529 plans, and
developing an appropriate funding strategy.
- Analyzing alternative funding, such as custodial accounts, gifts
of appreciated stock, or
paying directly to the institution.
- Maximizing tuition tax breaks, where available, as well as minimizing overall family taxes.
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Our Services |
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Education Funding |
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Contact Us |
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Phone: (973) 326-1000 |
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Wealth Management |
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