9.3 Education Funding Strategies

In this section

• Education Savings Vehicles: Comparing 529 Plans, Coverdell ESAs, and More
  Explore and compare education savings vehicles like 529 plans, Coverdell ESAs, custodial accounts, and savings bonds to make informed decisions for funding education.
• Financial Aid Considerations: Maximizing Eligibility for College Funding
  Learn how different savings vehicles impact financial aid eligibility, asset ownership effects, and strategies to optimize aid through FAFSA. Comprehensive guide for Series 6 Exam preparation.
• Impact of Taxes on Financial Planning for Education
  Explore the tax implications of education savings accounts and their impact on financial planning. Learn about tax benefits, credits, and strategies for balancing education funding with retirement goals.