Education

College is an investment in your children or grandchildren that provides dividends for a lifetime.  JMM Wealth Management will provide you with a variety of accounts, methods and strategies to assist you in financing education.  We will discuss the advantages and disadvantages of each option, and then advise you on tax and investment considerations to determine the best way to plan for financing education.

Talking points include:

• 529 Plans
• UGMA
• Education trusts  and/or other types of trusts