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Educational Planning

Over the past decade, the cost of college tuition has been escalating at a rate exceeding that of inflation. Over the past year alone, the average annual increase in the cost of a public university education was 3%, while private institution costs increased by 5%.* As a result, investing -- rather than saving -- for educational expenses has become a priority for many families today.

In this library section, you'll find a broad overview of planning considerations for educational investing.


* 2000-2001 edition of College Costs, a publication of LIMRA, International.

  Topics Covered:
     
    How Much Will You Need for Higher Education Expenses?
    Aid and Other Options for Financing
    Getting a Much-Needed Tax Break
    Coverdell Education Savings Account

• College: The Investment in a Lifetime
• "How much will it cost?"
• Tax Advantages that Put Time on Your Side
• Questions and Answers
• Choosing an Investment Strategy for Your Coverdell Account