There are few actions more important or more rewarding than providing for a child’s education.
Today there are many sophisticated techniques to accumulate the capital that will be needed for future educational expenses. Some involve a wide range of tax-advantaged savings plans. The ability to identify, evaluate and compare the embedded costs of each program is critical to optimizing returns and achieving your desired outcome. Even a small difference in embedded program fees can materially impair investment returns and add over $1,000 in extra expenses in just 10 years. Larger differences in fees and longer time horizons only compound the erosion of investment performance. OnCenter’s expertise and specialized tools can design the plans that will ensure the funding is available for this important priority when needed.