College Savings / Student Loans Questions

Parent Plus Loans

Terry, So I heard your segment this past Wednesday on Parent Plus loans. I almost took your advice and consolidated..

Consolidate daughters College Loans

Hi Terri! My daughter just graduated with the Doctorate in PT and has about 100k in student loans. Her loans..

Student loan crisis, still owes ~$88,000 after 20 years of paying.

Student loan crisis-My daughter Graduated in 2011 and been paying her for portion, I just paid off my portion last..

setting up college fund for grandkids

how to set up college fund for grandkids

student loan debt

Hello Terry and associates, my name is Jimmy. I have both a son and daughter who each have their own..

529 account

Hi Terry, both my husband and I are retired and collect social security. We have two granddaughters, one has a..

Paying Student Debt

My daughter owes about 50k in student debt ( mixed different % rates) she just stated her career job, making..

Setting Up Savings Account for Child

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

529 vs high yield savings account

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

Transferring leftover 529 funds to a Roth IRA

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

Trump Accounts

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

Illinois 529 plan

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

Bond interest to contribute to a 529 plan

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

College help

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

savings for grandchild

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

Roth IRA

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

UGMA Account

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

Student Loan

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

children or grandchildren investment accounts

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

College Illinois rollover to a Roth

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

money

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