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More and more affluent clients are being caught in the college funding dilemma: they make too much money to qualify for sufficient financial aid, yet not enough to write out those staggering tuition checks. Student and parent loans may fill in the gaps—especially at today's low loan rates.
With tuition costs continuing to escalate, you need a grasp of the full complement of financing options and tax considerations to counsel clients on college funding. Here's a review of the latest rules and information you need to know.
For middle-aged parents with teenagers or pre-teens, college funding should remain flexible.
Sure, 529s are popular, but they're not the only college savings plans out there—and more important, they're not always the best plans for your clients.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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