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Education Strategies

Education Strategies and Financial Planning for Tucson and the Rest of the United States

Education Strategies and Financial Planning for Tucson and the Rest of the United States

At Affinity Wealth Management in Tucson, we recognize the importance of planning for your children’s educational future. Education is a significant investment, and with the right preparation, we can help you develop an approach to manage and mitigate the costs associated with it.

Our team of experts in Tucson is committed to assisting families in navigating the complexities of education funding. Whether you are exploring options for private schooling, college, or specialized educational programs, our strategic planning includes saving plans like 529 college savings accounts, trust funds, and other financial tools that seek to maximize your educational savings.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.