Higher Education Savings

Higher education savings is a core investment in future success. Over the past decade many investments have fluctuated while college costs have increased at a higher rate than inflation. Finding smart ways to fund this major investment can pose significant challenges.

Addressing Tuition Costs.

Higher education savings involves designing an investment strategy that specifically addresses the needs of your family by utilizing various investment vehicles such as a 529 plan or custodial account UTMA. We help to estimate what those potential costs will be by taking into account when the child will start college, the number of years you anticipate them being in school, the type of school (public versus private), and the assumed inflation rate and account rate of return.

Whether you are looking for investments that can help defray college costs or want to pursue a potentially tax-advantaged gift toward a grandchild’s education, GC Asset Management can put its expertise to work toward your higher education savings goal. Take advantage of our comprehensive understanding of the features and potential benefits of education savings through a 529 plan, custodial account UTMA, or other investment vehicles.

    • Typical Education Investment Vehicles

        • 529 plans
        • Uniform Trust for Minors Act (UTMAs)
        • Education Savings Accounts (ESAs)
        • Education savings bonds
        • Individual Retirement Accounts (IRAs)