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Education Planning

Whether you’re trying to pay for a dependent’s higher education now or planning ahead to provide the gift of education to your young children, Thiesen Dueker Group can help. It’s important to weigh the tax considerations before selecting a specific plan. Our goal is to put you in a position of funding tuition expenses without negatively affecting your own retirement goals. Because we are an independent firm, we are free and driven to offer the best education savings plans and investment options to you. Following are some of the most popular education savings plans. Thiesen Dueker Group is well versed on all of them and eager to help you understand the strengths of each option in relationship to your specific circumstances and goals.

  • 529 plans
  • Coverdell Education Savings Accounts
  • Uniform Gifts to Minors Act
  • Uniform Transfers to Minors Act