Can I Roll Unused College Savings Funds to a Roth IRA?

By |2023-09-13T18:09:39+00:00September 13th, 2023|College Savings|

Secure Act 2.0 Now Allows for 529 to Roth IRA Rollovers Secure ACT 2.0, passed by Congress late last year (read more about it here) added a nice new quirk to help college savers with unused funds they have put into a 529 plan. Starting in 2024, beneficiaries of [...]

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What you should know about The Secure Act 2.0

By |2023-01-23T20:13:17+00:00January 12th, 2023|Planning|

Having trouble sleeping at night? Enjoy reading enormous stacks of congressional papers? Well, you are in luck! Last month, congress signed into law Secure Act 2.0, which made a few big adjustments to help Americans increase the amount of money they are saving for retirement. The entire bill was [...]

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Everything You Need to Know about the FAFSA for 2021

By |2021-10-25T20:30:58+00:00September 15th, 2021|College Savings|

One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA). Without the FAFSA, a college student is unlikely to be able to apply for or receive certain types of federal student aid, including federally subsidized student loans. What [...]

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College Financial Aid: Do Your Homework

By |2022-02-10T13:59:09+00:00August 1st, 2021|College Savings|

If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For many families, a financial aid package provides some level of tuition support in the form of grants, scholarships, loans, or work-study placements. Aid is primarily [...]

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