What college aid strategy is best?
The decision about whether to sell appreciated stocks in taxable accounts is tricky and important
Biggest factors impacting what clients pay for college
Consider expenses beyond the sticker price to determine what a higher education will really cost.
Biggest factors impacting what you pay for college
Consider expenses beyond the sticker price to determine what a higher education will really cost.
Integrate college, retirement plans
Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.
Easy guidelines for saving for college in a child’s name
Need-based college aid eligibility is determined by the following formula: A college’s cost of attendance – the expected…
When it’s OK to save in a child’s name
Need-based college aid eligibility is determined by the following formula: A college’s cost of attendance – the expected…
New admission secrets of top colleges
Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.
Behind the drop in college admission rates
Plus a primer on the increasingly complicated financial aid and application processes.
Nitty-gritty of claiming college tax credits
With the $2,500 American Opportunity Tax Credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. But claiming it requires coordination with distributions from 529s and education savings accounts.
Capital gains affect financial aid eligibility
Parents and students sitting on capital gains in taxable accounts from surging stock prices need to consider when,…
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