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Webinar visual · Tax scholarships — investment property

Assets vs. Costs

Move money the family already has into tax-incentive assets — real estate, for example — and the tax bill comes down to help offset the cost of college. Drag any bar up or down.

Resources minus costs
−$75,000
Resources $120,000Costs $195,000
Available Cash Flow
$20K
Annual Retirement Savings
$25K
Assets That Can Be Used for College
$75K
Tax Incentive Assets
$0
College Costs
−$75K
Taxes
−$120K
Loans
−$0

Figures illustrative. Drag a bar, or focus it and use ↑ ↓ (Shift for bigger steps).