WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Plan Now for Education Later: 529 College Savings Plans

Posted by Michael J. O'Connor | CWS®, Vice President Investments

June 29, 2017

With the cost of education continuing to rise, and the requirements for minimum workforce entry showing no likelihood of decreasing the importance of a post-secondary education, it’s more important than ever that college costs are considered and incorporated into your budget as early as possible. For all the readers who have children, grandchildren, nieces and nephews who are a constant source of excitement and joy, making sure these children get a world-class education is of paramount importance.

But paying for college is a completely different ballgame.

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529 Plans Tax Planning college savings

Is it Better to Fund College Expenses from a Taxable Joint Account or an IRA? -  Doug's Quiz Corner

May 16, 2017
Quizmaster Doug Hutchinson presents his monthly wealth management test. This month he quizzes your knowledge on whether it’s better to pay ... [+] Read More

Doug's Quiz Corner: College Savings

January 17, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month.  Here, Doug discusses strategies for saving for college.  Consider this ... [+] Read More