Funding Higher Education
Funding Higher Education A college education is often the cornerstone of future success — but helping children and grandchildren with skyrocketing tuition costs requires careful financial planning. While many parents want to help with tuition, their resources they have available may vary, as do views on how much support is appropriate. Baird Financial Advisors can help sort through these complex matters.

Understand, Then Support
Our advisors start by exploring your views about how much tuition assistance is right for your family members. Do you want to take all the financial pressure off them so they can focus on academics? Or do you believe in the value of having your children contribute to their own education? Perhaps you’re planning for the higher education of grandchildren or great-grandchildren.

Your Baird Financial Advisor’s first job is to understand your values and philosophy toward education. Together, we’ll build a strategy around your time horizon, investment style and the educational goals you have for the young people in your family.

College education funding should be part of a comprehensive wealth management strategy, including your overall long-term financial goals and your comfort level with various types of investments.

Tools and the Expertise to Use Them
Baird’s expertise and investment tools enable you to take advantage of the significant tax benefits available for college funding, including state-sponsored 529 College Savings Plans and Coverdell Education Savings Accounts. Favorable tax treatment for investing in a 529 College Savings Plan may be limited to those offered by colleges in your home state. Your advisor can also help you understand the pros and cons of lump sum contributions versus regular contributions over the long term.

As with any financial plan, the earlier you start, the more flexibility you are likely to have. Your Baird Financial Advisor has the experience and tools to help you achieve the educational goals for your family.
 Contact a Baird Financial Advisor 

Social Icons

Careers|Help|Site Map|Important Disclosures|Privacy Policy|Financial Information|Business Continuity
©2012 Robert W. Baird & Co. Incorporated.
Global Websites: Europe | Asia (中文 )
The services featured on this Web site may not be available in all jurisdictions or to all persons/entities. For more information, please see Important Disclosures. Robert W. Baird & Co. Incorporated. Member SIPC.