Pay for College

Beware – Retirement savings rollover issue on FAFSA

There is a FAFSA issue that has been tripping up families with qualified retirement savings rollovers that can result in wildly inflated EFC’s (expected family contributions), thus reducing the amount of financial aid they qualify for. Retirement savings moved from one qualified retirement plan to another qualified plan should not be reported as untaxed income…

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Insider tips for the week of Oct. 22, 2018

5 things parents need to know about prepping for the SAT or ACT – Grown and Flown has a helpful article covering both what you should know about standardized tests and how to find the best test prep for your child.   Don’t miss – Deadlines for merit aid may be earlier! – Many families…

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7 insider tips for picking your best college

CIT’s Cozy Wittman was a featured guest on the “Financial Symmetry” podcast hosted by Mike Eklund and Chad Smith. Cozy shares how so much has changed over the past 30 years, between college prices skyrocketing up to 500 percent, and the vast amount of options now available. She emphasizes that the game has changed and…

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College Inside Track seminar handouts

Click on each of the following links below to download the College Inside Track seminar handouts: The 5 Myths of College Costs 3 ways families can lose financial aid Beware of bait-and-switch pricing Generous Colleges Schafer Star Tribune   View upcoming seminars and get the link to register by clicking the event and choosing “more…

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5 last chance strategies for parents of juniors

With the recent change in the FAFSA, this year’s junior class will be the first to use tax information from 2 years prior to their year of HS graduation, as opposed to the current 1 year. In other words, starting with 2017 HS grads, a family’s tax information from 2015 — or the spring of…

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