Education Planning

Saving For College

 As part of our holistic wealth management services, Wagner Wealth Management will help you evaluate the most appropriate college savings strategies for your family.

  • 529 Plans - allows parents and grandparents to save for a child's college education with attractive tax benefits.  The Section 529 plan allows you to put money away while retaining control of the assets.  In addition, investment gains are not taxed if the money is used for tuition, books, supplies, room or board.   
     
  • UTMA/UGMA accounts  
  • Education IRAs
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