College Savings Plans
There are now numerous choices that can be used to fund a college education. These include 529 college savings plans, Roth IRAs, Coverdell IRAs, UGMA/UTMA accounts, government bonds and many others. Everyone's situation is different and there are many important factors to consider when saving for college. Some common college savings considerations include income restrictions on certain accounts, contribution limits, availablity of funds for retirement and/or education, tax issues, impact on financial aid, ownership issues, investment choices, penalties, liquidity, and many others. We can help your analyze your choices and make an informed decision on this complicated matter. Many individuals may find it beneficial to set up multiple types of accounts that may be used for college/education expenses.
We have numerous articles and resources available on this topic. Please call 859-233-1083 or e-mail us if you would like additional information. 
Hampton Scurlock, CFP was recently quoted in Morningstar Advisor about the KY 529 Savings Plan and has helped many individuals plan for their children or grandchildren's education. Here is a picture of Hampton's daughter (Baby IRS) who has at least 3 types of accounts set up that can be used for her college.
Isabella Rose Scurlock (Baby IRS)