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…
Read MoreInsider 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…
Read MoreSeminar PowerPoint
Click the link below to download the College Inside Track education seminar PowerPoint. CIT Seminar Power Point
Read MoreFinancial advisor education slide show
Click on the following link to download CIT’s financial advisor education slide show
Read MorePaying for college and how to discuss it with your child webinar
The two scariest parts of the college process are figuring out how to pay for it, and then having that conversation with your kid. But the good news is we’re here to help… Click here to view College Inside Track’s webinar on “Paying for college and how to discuss it with your child.”
Read MoreSchool counselor slide show
Click the link below to download College Inside Track’s presentation for school counselors. CIT MSCA 2018 power point
Read More7 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…
Read MoreCollege 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…
Read MoreSeminar PowerPoint – CW
Click the link below to download Chris Wills’ College Inside Track seminar PowerPoint. CIT seminar power point
Read More5 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…
Read More