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Securities offered through Avantax Investment Services   , Member FINRASIPC. Investment advisory services offered through Avantax Advisory Services   . Insurance services offered through an Avantax affiliated insurance agency. Method 10® is the property of 1st Global Capital Corp. 2019. All Rights Reserved.

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Education Planning

Concept

Effective education planning involves asset allocation, tax planning, estate and generation-skipping planning, asset protection planning and financial aid considerations.

Strategies

  • Education savings accounts

  • 529 college saving plans

  • UGMA/ UTMA accounts

  • Roth IRA accounts