College Savings / Student Loans Questions
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..
Drowning in College Loans
My daughter-in-law accrued a huge debt with college loan. Needless to say, they are drowning under the debt. They have..
Grandparents starting 529
Terry, we have moved from Illinois to North Carolina but stream WGN and saw you talking about grandparents starting 529,..
Savings bonds
I want to buy savings bonds for my 1 year old granddaughter so that she will have some financial gift..
529 Account for Multiple Kids
Hi Terry, I saw you on WGN this morning talking about a 529 account. You specifically said that if one..
529 college savings plan
My fiancé, a single widower at the time scraped snd saved to put money into a 529 plan and when..
coverdell vs 529
do you have a preference for 1 of these accounts over the other? i am selling stock i have at..
Education fund
we both retired. we want to help our grand children for their education which way is the best way. can..
529 Plan non qualified withdrawal
I set up a 529 account for my grandson but he decided not to go to college. I would still..
Advise for a teenage son’s finances
My 19 yr old adopted son received FAFSA funds to attend a Jr. College in August 2024. Recently he received..
Paying off my child’s student loan
My youngest has 30,000 in student loans in his name. We want to pay those loans off for him as..
Parent Plus Loans
I am looking to see best way to handle my Parent Plus Loan. Started at 60,000 and now with interest..
Grandchild savings
Hi, Terry, my wife and I agreed to set aside 3500.00 dollars for our new and first grandson, we use..
Student loan forgiveness
Hi Terry , I am a nurse practitioner with over 100k in loans. I have 4 dependents in a one..
529 College Account
We started a 529 for our child years ago. She was awarded a scholarship. There is too much money in..