College Savings / Student Loans Questions

Hi, My son is 3 years old and I want to start a savings account for him. I can’t add..

Hi Terry My daughter will be heading to college this fall. we have been saving in a 529 plan. I..

What is the proper procedure to have funds moved from a 529 college savings account to a Roth IRA? My..

Hi Terry, first let me tell you thanks for all you have done to help us with finances. You are..

I’ve been following your advice about the Brightstart program. I have $450K in their plans for my 5 grandchildren. Is..

Terry I have bonds that have matured. I read that I can use the interest to contribute to a 529..

My daughter is a senior in high school and has been accepted to Loyola. They are offering a $20,000 a..

When she was born, we started a Bright Start account for our granddaughter. This summer our daughter will marry a..

Hi Terry! Where and how is the best way to set up a Roth IRA for my kids ages 21,19,17..

If I opened a UGMA or Alterative account and plan to initially( one time) fund it and just let it..

I have been paying myself and daughters student loan for over 20 years. I deferred the loan years ago when..

What is the best way to set up an investment account for a child/grandchild that both parens and grandparents can..

I am trying to get the balance in my son’s College Illinois rolled over into his Roth. The balance is..

Our son passed away and we’ll not be using his 529 plan. Can we liquidate the fund or give some..

I have a child with a 529 account who didn’t go to college. Can I withdraw the money and just..

My daughter will be attending college in the fall of 2027. I have been reading up about applying for FAFSA..

What can I do with money saved for my grandaughter besides putting it into a savings account?

Best Virginia 529 plan

My husband and I have a new great granddaughter. We would like to start/contribute to a college fund for her...

Our daughter has $21k in student debt & her spouse has $100k. We are considering helping them by doubling the..