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Tax Preparation

Wealth Services > Education Planning

College tuition costs are steadily rising, so it’s no wonder that so many students take out college loans. But when you plan for their future, you can ease that burden.

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Whether you’re just reviewing options, occasionally socking money away, or strategically allocating funds to tax advantaged college accounts, PeachCap can help.

PeachCap's In-House Team Works With Clients To Prepare For Education Costs By:

  • Defining Your Desired Education Funding Goals, Including Primary, & Secondary Education

  • Determining How Much You’ll Need to Start Saving

  • Reviewing & Recommending the Appropriate Types of Savings Vehicles. For Example: 529s, UTMAs, & Coverdell IRAs

  • Aligning Your College Savings Recommendations With Your Overall Financial Goals

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