College Savings / Student Loans Questions
529 Plan & ROTH IRA rollover – Secure Act 2.0 – Limitations
Hi Terry, I’m writing about an issue I encountered when I tried to transfer unused funds in a 529 account..
FAFSA SUBMISSION ISSUE
I forgot updating the FAFSA should be followed by the SAVE button. In error I hit SUBMIT 3 times after..
College Loans
Hello Terry, My Son completed college with a Master’s degree and is paying his tuition through federal and private loans...
stocks for grandchildren
i have been buying stocks for my grandchildren, but i am not doing a very good job. i have been..
529 Plans
Hello terry – my wife and I are about to become grandparents. We would like to open a 529 for..
Secure 2.0 Act. for 529 Plan IRA Deeposit
My understanding is that I can deposit funds in my daughter’s 529 Plan into a Roth IRA starting this year..
Parent Plus loans
I am retiring and have a $780 payment due in February in PPL loans. I cannot pay this which I..
SAVE plan
How do I know if this would be helpful for my daughter?
Saving for college
Is a joint savings account listed with mother and high school sophomore daughter a bad way to save for college?
Brightstart
Terry, thank you for your critical advice. Listen to you on the John Williams show. Spoke to you recently on..
Medical Student & Student Loans
My daughter is a 2nd year medical student & accruing loans at a terrifying clip. She recently heard about a..
refinancing parent plus loans and definition of public sector
Hi Terry – heard you on WGN today – thank God I was listening! I have worked for 17 years..
Medical Student Loans
My daughter is a 2nd year medical student & accruing student loans at an alarming rate. She recently heard about..
Home equity loan for education
Should I take out a home equity loan to help my child pay for school? Will I pay the same..
529 College Savings Plan
Thank you for all your knowledge shared on WGN radio! I am wondering if you know what is a comparable..
Coverdale rollover to 529
Terry, good afternoon. Spoke to you briefly on the John Williams show today but was not able to finish. This..
Brightstart 529
Does it matter who (parent or grandparent)opens a 529 account? Is there any benefit to one or the other? Also,..
Student loan Forgiveness
I like so many others have been let down by the current administration with loan forgiveness. I put my loans..
Best savings plan for my grandson
Hi Terry, I have a 17 month old grandson who we want to sent up a savings plan for college...
Student loan for son
Hi Terry. I am a retired condo Chicago Police Sergeant and have college loans taken out for my son. Should..