Leonard J. Miller & Associates, Chartered
|
Partnering for CPA Practice Success Member American Institute of Certified Public Accountants Maryland Association of Certified Public Accountants |
 |
|
|
|
With college costs escalating at a rate far in excess of inflation, many of our clients are concerned about meeting the costs of higher education of their children and grandchildren. We can develop a plan for you to make investments over time to provide funds for the projected education costs. Having a plan in place should let you sleep better at night. Some of the issues we can discuss include: Should you open a Coverdale IRA account? Is a qualified State Tuition Program (Section 529 plan) appropriate for your circumstances? What factors should guide you in choosing the appropriate plan? How much should you invest and when? You may be concerned that the allocation of your investments between stocks, bonds and other investments is not appropriate. We can help you evaluate your portfolio in light of your goals, financial position and tax situation and recommend changes if warranted. |
|
|