College Savings / Student Loans Questions
Helping with college tuition
My grandson is now in his first year of college. He did not qualify for any federal help but did..
Student loan forgiveness
My husband and I both have parent loans that we have been paying for over 15 years and still have..
Son goes to law school
Our son decided to go to law school. We agreed to pay the interest on his UG loans. While he..
Claim parent student loan for 2023?
Terry, I have a parent student loan for my son’s education. Can I claim the interest on my 2023 taxes?..
529 grandchild
We would like to open a 529 for our new grandson in another state, but hear that this could cause..
FSFA/Student Loans
Do you have to fill the FSFA every year and where is the best place for my daughter to get..
2024-25 FAFSA ISSUE
Does a FAFSA contributor need to create their own FAFSA ID IF: married, filing jointly? The FASA site says NO...
529 Plan & ROTH IRA rollover – Secure Act 2.0 – Limitations
Hi Terry, I’m writing about an issue I encountered when I tried to transfer unused funds in a 529 account..
FAFSA SUBMISSION ISSUE
I forgot updating the FAFSA should be followed by the SAVE button. In error I hit SUBMIT 3 times after..
College Loans
Hello Terry, My Son completed college with a Master’s degree and is paying his tuition through federal and private loans...
stocks for grandchildren
i have been buying stocks for my grandchildren, but i am not doing a very good job. i have been..
529 Plans
Hello terry – my wife and I are about to become grandparents. We would like to open a 529 for..
Secure 2.0 Act. for 529 Plan IRA Deeposit
My understanding is that I can deposit funds in my daughter’s 529 Plan into a Roth IRA starting this year..
Parent Plus loans
I am retiring and have a $780 payment due in February in PPL loans. I cannot pay this which I..
SAVE plan
How do I know if this would be helpful for my daughter?
Saving for college
Is a joint savings account listed with mother and high school sophomore daughter a bad way to save for college?
Brightstart
Terry, thank you for your critical advice. Listen to you on the John Williams show. Spoke to you recently on..
Medical Student & Student Loans
My daughter is a 2nd year medical student & accruing loans at a terrifying clip. She recently heard about a..
refinancing parent plus loans and definition of public sector
Hi Terry – heard you on WGN today – thank God I was listening! I have worked for 17 years..
Medical Student Loans
My daughter is a 2nd year medical student & accruing student loans at an alarming rate. She recently heard about..