Tax and Financial Planning Tips: Education Costs

A good education can be a steppingstone to a bright future, but it can also be a big financial burden. Whether it’s the first day of kindergarten at a private school or a second graduate degree, paying for an education has major tax consequences. But a little planning can help start things off right. Help your clients navigate the various education savings plans, loan commitments and other special tax considerations by sharing this handy client brochure.