Education Planning

A common concern among parents and grandparents is the escalating costs of a first-rate college education. We’re here to help you make the most prudent investments in your family’s future.

MarsJewett can help you prepare in the face of a changing financial and educational landscape

If you worry about bearing some or all of the costs of a college education, MarsJewett can show you how to prepare for that burden. Major changes in the tax code in recent years have created a number of investment vehicles that allow college savings to grow tax-free. Let our team show you how to take maximum advantage of the opportunities that have been created in the past few years.

EDUCATIONAL RESOURCES

What are Trump Accounts (530A)? | The Roth Conversion Strategy

What are Trump Accounts (530A)? | The Roth Conversion Strategy

Client Education · Planning & Tax For the first time, families can begin building Roth wealth for a child from a very young age—and the numbers are striking. Until now, there was no good way to start saving for a child’s retirement. Roth and...

Staying the Course in a Noisy Market

Staying the Course in a Noisy Market

Client Event Recap · Markets & Discipline Key takeaways from our conversation with Dimensional’s Marlena Lee, PhD A few weeks ago, we had the pleasure of hosting Marlena Lee, PhD, Global Head of Investment Solutions at Dimensional Fund Advisors, for a...

What are Trump Accounts (530A)? | The Roth Conversion Strategy

What are Trump Accounts (530A)? | The Roth Conversion Strategy

Client Education · Planning & Tax For the first time, families can begin building Roth wealth for a child from a very young age—and the numbers are striking. Until now, there was no good way to start saving for a child’s retirement. Roth and...