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Education

At Private Ocean, we speak to many clients who are interested in funding or contributing to the education of their children and grandchildren. There are a variety of different options available today, including variable 529 Plans, guaranteed tuition programs, Coverdell ESAs and other strategies that can help meet college funding plans.

Download our guide to get tips on:

  • Funding and trust options
  • Gift taxes and 529 plan withdrawals
  • Financing options

Download 10 Tips to Consider When Planning to Fund an Education.