American Research & Management Co.

Comprehensive Planning
Financial Planning
Education Planning
Retirement Planning
Estate Planning
Tax Planning

Education Planning

Based on our extensive experience in education planning issues, we recommend a combination of two tax-advantaged strategies: 529 Plans to fund college education and Qualified Minor Trusts, which can fund primary and secondary education, children’s health care, or later in life, provide a down payment on a first home. These plans are excellent vehicles for parents and grandparents to transfer assets.