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What Issues Should I Consider To Fund My Child’s College Education?

Updated 12/1/2023

This checklist covers 20 of the most important planning issues to identify and consider when a client is trying to determine how to fund their child’s college education. It’s structured as follows:

  • Financial Aid Issues
  • Funding Issues
  • Qualified Account Issues
  • Tax Planning Issues
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Should I Pay Off My Mortgage?
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Should I Pay Off My Debt(s)?
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