Dublin, OH
(614) 407-4746
mike@caligiurifinancial.com

Can you set up an education savings account for my child?

Can you set up an education savings account for my child?

Yes, this is included in the One-Time Financial Plan. In general, we recommend clients consider contributing to 529 plans; however, the amount to contribute depends on a client’s specific situation. We may also recommend clients save for education outside of 529 plans in non-qualified investment accounts (e.g. individual and/or joint accounts).