College Savings / Student Loans

College Savings / Student Loans Questions

Coverdell ESA vs 529

I am retired and have four grandchildren 5yo and under. I would like to put a small amount of money..

student loans

Hi, I took a $10k loan to help my daughter with college from Ed Financial Services. We ended up paying..

529 discussed on WGN this mprning

We have a Bright Directions account for our grandkids. You discussed Bright Start. Do we need an account for each..

Student Loan

My daughter has student loan of about 100k, what can she do? Thanks for your time this evening.

Full RideSport university scholarship/529 plan

For my grandson I have 529 Michigan $38,000 started in 2011; 529 Illinois plan $56,000 started 2015. His mother has..

College Savings

How do you determine the right amount to contribute to a 529? Is it best to invest only to a..

529 Account

My daughter was just blessed with twin girls & I was wondering if the 529 is still a good way..

Graduate school loans

Hi Terry, My daughter got into UIC Chicago and will be starting her Masters degree in the fall. What (or..

FAFSA and Roth Withdrawals

Does a $30,000 Roth withdrawal need to be reported on FAFSA forms if it is not rolled over into another..

FAFSA

Terry – do you know where FAFSA will end up, will it move to a different department, if the Dept..

Should my daughter pay her Federal Student Loans or wait?

Hi Terry, My daughter still owes $67,000 on her private college education. That is the amount left, after I helped..

529 Savings

I’m building 529 (Edvest in WI) savings for my daughters (7 and 9 years old) but concerned about future withdrawal..

Bright Start 529 Plan

Hi Terry- I am in the process of investing seed money into the Illinois Bright start plan for our grandson..

Custodial Accounts for Children

Hi Terry, You’ve spoken before about your preference for 529 accounts over a brokerage UTMA. When my daughter was born,..

Grandparents 529

Can you explain the pros and cons of this? I pulled irs form 970 and it is a confusing read.

529 COllege Funds

I want to save money for my grandkids in college. I dont understand the benefits of a 529 plan that..

What should I do with my children’s small savings account balances?

What should I do with my children’s small savings account balances? My children are 9 and 11. They each have..

Roth IRA from 529

I have a 529 plan that I established for my son. He completed his undergraduate and Master’s degree and he..

Student loans

Grand daughter has under graduate and physician assistant school loans. Is it better to combine all loans? The undergraduate loans..

Parent Plus Loans: $156,000. refinanced with SoFI

Hi Terry, Divorced dad of 4 children. I had to take parent plus loans for 3 of my children to..

money

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