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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.
Well-intentioned parents may think they're saving strategically by socking away money in 529s or other college savings plans—but they may actually be jeopardizing their children's chances of receiving aid. Here's what clients need to consider when planning now for financial aid down the line.
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.
Tuition is going up, loan burdens are increasing, and more students are competing for fewer slots. If these facts aren't enough to shock clients and prospects into establishing a savings plan, maybe the numbers will.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025