Sending your children to college is a significant investment in their future. At IAT Wealth Partners, we understand the importance of planning early and strategically to make this dream a reality. We offer comprehensive college funding strategies, designed to maximize your savings, minimize your tax burden, and build a strong financial foundation for your children’s education.

Our College Funding Services: We offer personalized guidance and support to help you navigate the complexities of college savings:

• 529 Plans: We help you explore the benefits of 529 plans, which offer tax-advantaged savings for qualified education expenses. We can assist with selecting the right plan, choosing appropriate investment options, and understanding contribution limits. Earnings grow tax-deferred, and withdrawals are tax-free when used for qualified education expenses.

• Florida Prepaid College Plans: As a Florida-based company, we consider ourselves experts in Florida Prepaid College Plans. We can help you determine if this option is suitable for your family and guide you through the enrollment process. This program allows families to lock in future tuition rates at Florida public colleges and universities by prepaying today’s prices.