College Savings / Student Loans Questions

Saving for daughter’s education

Terry, My granddaughter has received money for birthdays and other gifts, my son would like to invest the funds for..

claiming a dependent & impact on financial aid

Good morning. My daughter turns 17 in April 2023 and is a senior in Fall of 2023. I am divorced..

529 savings

How to set up for a grandchild

investment for children

What is the best investment for a grandparent to make for a child’s college education. The child is 1 year..

Refinancing a private student loan

Hello Terry, Thank you for taking my question, first off. My question has to do with refinancing a private student..

Saving for college

I have opened up mutual fund accounts for my five grandchildren. Oldest is 15 and youngest is 10. They were..

1098E Parent Loan Interest

Why would we be getting 1098E Form for US Government on Student Loans when I thought they have been in..

College savings plans

My granddaughter was just born. I have $5000 saved to invest in a college savings plan, 529. Is Bright Start..

student loan repayment

This new student loan repayment that you wrote about – Is this in addition to the previous proposal that included..

College Savings, Late To the Game!

We have a great son who we are proud of and feel we’re doing a pretty good job of parenting...

Student loan forgiveness

I just read your article seen on MSN. I have been making payments during the pandemic forbearance to lower my..

Coverdell accounts and SECURE 2.0

I see that money held in 529 plans can eventually be converted to a Roth IRA of held for over..

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..

money

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