We can help you implement college saving strategies to meet your children’s or grandchildren's future obligations. When planning for a child’s education we look at asset allocation, tax planning, estate and generation skipping planning, asset protection planning and financial aid considerations.
| Coverdell Education Savings Plan | Earnings can grow tax-free. Withdrawals for qualified elementary, secondary and higher education expenses are free from federal tax. |
| 529 Plans | Earnings can grow free from federal tax. Withdrawals for qualified higher education expenses are free from federal tax. |
| Uniform Gift to Minors Act/Uniform Transfer to Minor Act Accounts | These accounts can be set up to allow an adult to contribute to a custodial account in a minor's name. |
| Trust Services | We can assist in setting up trust accounts and will work directly with attorneys to ensure that it is set up with provisions you desire. |
To learn more about how The Prosperity Consulting Group, LLC can assist you with education planning, email us at info@prosperityconsult.com or call 410-363-7211.
 |
|
 |
Overview |
 |
|
|
Investment Planning |
|
|
|
Tax Planning |
|
|
|
Income Protection & Asset Preservation |
|
|
|
Retirement Planning |
|
|
|
Business Planning |
|
|
|
Estate Planning |
|
|
|
Debt Management |
|
|
|
Insurance Planning |
|
|
|
Education Planning |
|
|
Home 
About Services News 401K Members Contact