The Grandparent's College Funding Analysis uses strategies for maximizing eligibility for the education tax incentives and to reduce or eliminate the income tax cost of saving and paying for college. The strategies are presented in an action plan whose goal is to save and pay for college. Topics include:
A. 529 Gifts and their alternatives
B. Direct payments to colleges
C. Testamentary gifts
D. Grandchildren as employees
E. Loans to students
After discussions with the Grandparent's, a written description of several strategies and timelines is prepared for their use.
