College Savings / Student Loans Questions
529 plans — Bright Start?
I read your 2013 piece not recommending Bright Start. Do you still agree with this? I am looking at Utah's...
College Illinois prepaid tuition program
My daughter is 11 years old. I started the program at age one. We have just about paid the full...
saving for college
what is the best plans for saving for college. Terry Says: What you want is the 529 College Savings Plan,...
Cashing in savings bonds for dependent childs College Tution
Is the interest tax exempt I am seeing conflicting statements regarding this. Also removed money from Roth IRA prior to...
Bright Start Uses
Terry, Can a person you Bright Start monies to pay student loan notes after the child is out of college...
529 plan vs 40l(k)
I have an old 401(k) with Fidelity. My wife says you've recommended Fidelity 529 plans. Can that be rolled over...
best way to repay consolidated college loans
I believe my son is paying a minimum amount for repayment. How can he pay more toward the principal and...
EE Savings Bonds for Grandchildren
We presently have been blessed with three grandchildren and I'm sure there will be more down the line! We have...
Can separate 529’s be used for both students?
I have two 529's, one for each child. We saved enough to pay most all costs of both kid's college....
College savings — which to use first?
Hi Terry, My son will begin college in the fall. I have accumulated approximately $40,000 in a combination of savings...
College Savings Plans in Illinois: What to do! Why I Don’t Recommend BrightStart
Terry, On WGN the other day you mentioned you no longer recommend the IL pre-paid plan for saving for college....
College savings in child’s name
Hi Terry, My son will be going to collage next year. He has some money in savings & a little...
College Planning
Terry I have a question about what your thoughts are for best planning for a college find. I have little...
Bright Start for College Savings?
Hey Terry. I have a daughter who will turn one years-old in January, and I want to open a Bright...
529 account
My son is 14 and I want to start a 529. Should I go for a more riskier fund or...
Retirement and student loans
My daughter has a large amount of student loans that are considered private loans. Mainly from Citi bank and AES....
college loans repayment
how can I combine them to one. Private & Federal Loans ? Thank You I missed the website you had...
Roth 401k Conversion
Dear Terry, When leaving or retiring from a firm, can a person's Roth 401k account be converted directly to a...
Student loans — a rescue?
My grand daughter, age 21, has student loans from 'Direct Loans' in the amt. of $11,000. This loan was made...
PLUS STUDENT LOAN NOW DUE
Morning Terry, We have now come due in July 73,000 in Parents Plus loads we took out to help our...
