Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch in a discussion on borrowing responsibly for college education costs, and how much overborrowing can cost a student.
To the federal government the annual cost of college means the cost of attendance. Twice per year, the federal government calculates the cost of attendance for each college, adjusts the figure for inflation, and, if you or your child is applying for financial aid, uses this number to determine the financial need. Five categories of…
Is your child around 17 years old? Time to have the talk….the talk about the Cost of College, and what it means to borrow money. We explain in this week’s Financial Tip.
Roth IRAs and 529 plans have a similar tax modus operandi: both are funded with after-tax dollars and contributions accumulate tax deferred. But should you use a Roth IRA to save money for college? We explain in this week’s Financial Tip.
529 Plan account owners can now transfer funds without federal tax consequences from a 529 plan to an ABLE account, a tax-advantaged account for disability-related expenses for individuals who become blind or disabled before age 26. We explain in this week’s Financial Tip.
With more than 70 private schools in Cobb County, Bil Lako, CFP®, explains how you can now use 529 Plan assets for tuition. Read the Article in today’s Marietta Daily Journal
Principal Jennifer J. Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA to discuss the changes the Tax Cuts and Jobs Act made to 529 Plans, now allowing withdrawals of up to $10,000 for private elementary and high school tuition.
Did you know you can borrow too much money for college? Learn the general guidelines for borrowing in this week’s Financial Tip.
Financial aid is confusing—you got that right! But don’t be misled by these five misconceptions. Read all about it in this week’s Financial Tip.
This week, Senior Associate Jarrett McKenzie, CFP®, CWS®, joins hosts Bil Lako, CFP®, and Troy Harmon, CFA, CVA to cover Private College 529 Plans that allow you to lock in today’s tuition prices at select private colleges and universities nationwide.
