Special call: Saving for college. Investing in the future

With college costs rising every year, paying for higher education continues to be a challenge—especially if you’re saving for other important goals, including your own retirement. Fortunately, there are sound strategies to make the most of your savings, especially ways to successfully integrate them into your larger financial plan.

For valuable insights, we invite you to listen to an important call with Mike Conrath, Head of College Savings, J.P. Morgan Asset Management. He will address:

  • Sound saving strategies, including the advantages of 529 plans 
  • Common misconceptions, such as the notion that savings will
    lessen financial aid
  • How to balance saving for college with other important financial goals

Dan Huth, UBS Head of Sales Strategy and Advice. Beyond Investing, leads the discussion.

Key takeaways

  • The average borrower among 2014 college graduates owed $37,0001, representing a significant burden for young persons starting out in their careers.
  • Estate planning benefits: You can have an accelerated gift of up to five years of tax-free gifts without touching the gift tax exclusion ($70,000 per beneficiary for individuals, $140,000 for couples).
  • Don’t tap your retirement to fund college—every $25K withdrawn could cost you $80K in lost retirement dollars over 20 years.
  • Talk to your UBS Financial Advisor about saving strategies that reinforce and support your overall financial goals.

Are you prepared to save for college and pursue all of your other long-term financial goals? Together we can find an answer. Connect with your UBS Financial Advisor or find one.

1 Source: studentloanhero.com

Listen to: Saving for college. Investing in the future.

Wednesday, September 27, 2017
4:15 p.m., ET

Call details
US/CAN toll free: 800-263-0877
Int’l toll: 323-794-2094
Conference ID: 2083791