J.K. Lasser Pro New Strategies for College Funding: An Advisor’s Guide: Raymond D. Loewe
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Editorial Reviews
A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING
A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises. Yet many parents fail to realize how much time, money, and commitment are needed to accomplish this goal. As an advisor, you must guide your clients through this process with poise and confidence, and J.K. Lasser Pro New Strategies for College Funding: An Advisor’s Guide with its companion CD-ROM will help you do just that.
Filled with expert advice, real-world case studies, and invaluable tools, techniques, worksheets, and checklists, this comprehensive guide will allow you to connect with your clients and plan for their children’s college education in the best way possible.
Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding will help you:
- Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator™, The Financial Aid Test™, and The College Funding Integrator™, as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis
- Choose the tools you need to implement the plan–Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more–while balancing income tax strategies, financial aid strategies, and control of money issues
- Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs
And this is just a sampling of the expertise this book provides. Pick up J.K. Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients’ personal needs and goals.
From the Inside Flap
Planning for a child’s college education takes time, money, and commitment, yet many parents fail to realize how important each of these elements is. As a financial planner, you must alert your clients to the numerous pitfalls associated with saving and paying for college, and guide them through this journey with a solid plan that takes all of their needs and concerns into consideration.
With J.K. Lasser Pro New Strategies for College Funding: An Advisor’s Guide and the software found on its companion CD-ROM, you’ll learn how to help a family, parent, or grandparent design a complete savings and funding plan for a child’s college education. The proven techniques provided will help you become a better advisor by enabling you to design the best plans for your clients as well as be more successful in implementing them.
This comprehensive guide lays out a complete step-by-step system for designing an effective plan. It starts by helping you obtain quality data about parents’ educational goals for their children. It then helps you quantify the risk your clients are willing to take, while allowing you to build a college cost forecast that quantifies their needs. Finally, it will help you sort through a variety of college planning tools, including those recently created by the government.
Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding shows you how to:
- Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator™, The Financial Aid Test™, and The College Funding Integrator™, as well as tools that allow you to calculate exactly what clients need to save on a monthly basis
- Choose the tools you need to implement the plan–Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more–while balancing income tax strategies, financial aid strategies, and control of money issues
- Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs
This book and its companion CD-ROM contain expert advice, real-world case studies, techniques, and tools that allow you to create a college savings and funding plan for any client–no matter what their situation.
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