College Savings / Student Loans Questions
529 under SECURE 2.0 Act
Your column and that of Elliot Raphaelson appear on the same page of Sunday’s editions of our local Virginian Pilot..
529 -Set up in Parent’s name or Grandparent’s name?
Hi Terry, Would it better to start a 529 for a grandchild in my name or have the parent set..
Financial Aid and UGMA accounts
Hi Terry…I have three kids (ages 14, 13 and going to be 10) and each has a TD Ameritrade account...
College money running out
Hi Terry I enjoy listening to you and John on Wednesdays it the highlight of my week . I’ll need..
Hiring a student loan attorney
I have a parent plus loan that I will start having to make payments this summer. I have worked in..
529 college fund
Is it beneficial to open a 529 college fund for grandparents for grandkids
Interest rates on savings accounts
I’ve encountered an issue with interest rates on savings accounts. Years ago I set up “kids accounts” with ING that..
529 Designation
My mom opened 529 plans for each of my 3 kids when they were younger. Now I have two kids..
WGN question on Savings
Hello Terri Savage I just saw you on WGN News, I know you stated that we should save. I do..
529 College Savings
Is it best (financially) to make owner of 529 account in parent’s or grandparent’s name? Thank you!
Opening a 529 account for a grandchild
Hello Terry, my wife and I are both residents of Illinois as is our first grandchild. We would like to..
FASFA parent claiming or not claiming child as dependent
Good morning Terry, I’m self employed an a 1099 employee. I have Marketplace (Obamacare) Insurance. My daughter is turning 21..
Paying back student loans
Hi Terry, My son is graduating in May from optometry school with many private and student loans. Would you recommend..
Grandparent 529 College Plan – Choosing a Plan in Illinois
Hi Terry, After recently learning about FAFSA simplification (Thanks to one of your Ask Terry responses), my wife and I..
Navient student loan
What can I do to get rid of Navient. I am parent (senior) Daughter grad from medical school with much..
529s and FAFSA
I heard a rumor that the IRS recently made a ruling that if a grandchild’s FOB 529 is held by..
529 plan
Hi Terry, I have followed you for years and appreciate your wisdom. I have a question regarding a 529 plan...
Parent student loan
What to do about Navient??? Original loan 26000 25000has been pd. Still owe 25000. Have pd by direct deposit. Recently..
student loan forgiveness public service income based payment.
Hi Terry, My son is working in a public service job and is in the income based payment plan until..
IL 529 as gift for grandchild — whose name should be used?
I want to open an IL 529 account for my new grandbaby before the end of the year. I am..