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Funding Higher Education
Many investment prices have fluctuated over the past decade, but the one that has gone up consistently is the cost of a college education. Since 2002, the cost of tuition and fees at four-year public colleges in the U.S. has increased by an average 5.6% annually above the rate of inflation. Because this trend has coincided with largely flat or declining household incomes, finding smart ways to fund this major investment can pose a significant challenge.
Applied Understanding and Expertise
Whether you are looking for investments that can help defray rising costs for your own child or want to make a potentially tax-advantaged gift toward a grandchild’s education, your Baird Financial Advisor can put top-tier expertise to work toward your goal.
Baird’s specialists in education savings have a comprehensive understanding of the features and potential benefits of savings and investment vehicles including:
529 plans
UTMAs
education savings bonds
ESAs
IRAs
A Wealth of Advice
Baird’s experts frequently publish educational materials for investors like you. Below you can find links to our latest thoughts on education savings:
529-101: Savings Plan Basics
(Video)
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