It may be summer but it's time to get prepared for the upcoming semester tuition bill!
A courtesy reminder to begin thinking through your next steps for any upcoming tuition bill(s). If you have a 529 and intend to use funds to cover the cost of an upcoming tuition bill, please give us an early notification as it relates to amount and deadlines.
To ensure timely payment and confirmation of receipt from the education institution, we recommend you pay the institution and utilize the 529 to request reimbursement to yourself. In some cases, paperwork is needed to fulfill these requests. In other instances, you may be able to fulfill this distribution online yourself.
We'll reach out directly to those clients who are in need of a distribution, and work together to craft a plan and course of action. Should you have any questions, please click here to email our team. Do not hesitate to reach out and our service team will assist you.