It’s a relatively straightforward concept that the wealthiest families have been using for over a century to not only pay for college, but also for retirement, houses, cars, and more.

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The problem is that while this concept works for students of all ages, including newborns, it is most effective when implemented as early as possible. It can even be implemented before birth!

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However, if you have a high-schooler, don’t fret, it can work for you as well.

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And with the new student loan caps going into effect for 26-27 school year, it is more crucial than ever to have a savings account that will be able to cover the entire, or most of the cost of college.

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What makes this strategy unsurpassed is that while other investments are of the 'use it and it’s gone' variety, once you spend it, the principal plus the growth and interest earned on that principal is lost. This plan, however, will replenish itself over time. This plan will continue to grow and earn interest and keep compounding, even on the money you use to pay for college, allowing you and your family to benefit from the hundreds of thousands of dollars still in the plan for your retirement, all while college has been 100% paid off!

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Not sure if your son or daughter wants to go to college? Fear Not! This plan can be used to pay for anything, and you are not penalized if you do not use it for college.

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When I ask people what the most important features of their ideal savings plan are, these are the ones that are always mentioned:

• Tax-free or Tax-Deferred growth

•  Tax-free distribution

•  Good Rate of Return

• Safety (no market risk)

• The money does not have to be used for college

•  Does not count against financial aid

•  Liquid (can access the money easily and quickly)

•  Private elementary and high school options

•  Students with special needs

• Creditor Protection

 

You may be thinking it's impossible to find a plan that accomplishes all the above, but the fact is, I have designed plans for families exactly like this, or very close to it.

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So why do financial advisors continue to push 529 plans down our throats? Because this is what they are trained to do! The media, billboard signs, advertisements, and pundits push 529 plans because they do not know better! They are not experts in college savings, and quite frankly, it’s an easy sale because all your friends, neighbors, and co-workers have them; they assume you are already pre-sold. Guess what? They are wrong!

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And I can prove it to you in a quick, FREE, no obligation 30-minute Zoom in which I will show without a doubt why this strategy is far and away superior to 529 plans or any other savings vehicle.

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Give me 30 minutes to see for yourself why this strategy is above and beyond any strategy your advisor has recommended.​​​