EDUCATION SAVINGS PLANNING

With the rising costs of higher education expenses, preparing for future education is as important as ever. With multiple options from state-sponsored 529 Plans to Coverdell Education Savings Accounts and beyond, it can be overwhelming and confusing. Whatever education goals you have, we can help guide and illustrate the options to determine which course makes the most sense for your situation, all while considering the underlying tax components and investment mechanisms of the proposed recommendations.

529 Plans

State-sponsored 529 Plans are often the epitome of college savings vehicles, with potential tax-advantages and savings; but are they right strategy for you? We can help you determine if they are in your best interests, and if so, which one best suits your wealth goals.

Coverdell Education IRA

Education IRAs, or Coverdell ESAs, as they are now referred to, are also often-utilized education vehicles. Depending on the nature and scope of your specific education goals, they may make sense for your wealth management plan. We can help assist you in determining if that’s the case.

Scholarships & Grants

Grants and scholarships are thought of as “gift aid” as they are considered financial aid that doesn’t have to be repaid. Grants are often need-based, while scholarships are usually merit-based. From FAFSA to Pell Grants, we can help you navigate this process of preparing for higher education expenses.

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918-524-6325

4200 East Skelly Drive

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Tulsa, OK 74135

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Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Please see our Disclosure section for important information.