Posts Tagged ‘college’


Paying for College While Saving for Retirement

Icon Provided by Joseph Regenstein IV, CMFC on April 17, 2012

These two objectives are not mutually exclusive. It can be done. All across America, families are meeting a mighty financial challenge – the challenge of paying college costs with retirement potentially on the horizon. How do they do it? They go about it consistently; they also get creative. First, make sure the priorities are in [...]

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Coverdells VS. 529 Plans – 2012 Update

Icon Provided by Joseph Regenstein IV, CMFC on March 7, 2012

There is more than one way to save for college. Today, some parents are wondering if they should convert Coverdell Education Savings Accounts to 529 college savings plans. With that mind, here is a brief look at how both of these accounts work. Why have Coverdell ESAs been so popular? Imagine a Roth IRA used [...]

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