Education Funding Plan

With the expense of a college education continuing to exceed the rate of inflation, thoughtful education funding involves proactive planning.  While there are numerous ways to build assets to fund this long-term obligation, special attention must be focused on balancing the objectives of asset growth, income tax minimization, and asset control (by the beneficiaries).

 

 

 

 

 

4 Campus Drive | Parsippany, NJ 07054 | Telephone: 973.285.3600 Ext. 359

 

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