2021 Education Planning

American Opportunity and Lifetime Learning Credits

Coverdell education savings accounts

Deduction for qualified higher education expenses

Deduction for student loan interest

Gift tax exclusion

Kiddie tax

All investing involves risk, including the possible loss of principal, and there is no guarantee that any investment strategy will be successful.


This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.

Prepared by Broadridge Advisor Solutions Copyright 2021.