Understanding the College Financial Aid Award Letter

  College Inside Track’s Cozy Wittman was featured in the Journal of Financial Planning, discussing ways to create transparency for families in the college funding process and better understanding the college financial aid award letter. Cozy explains in detail the college financial aid award letter, tips after receiving it, elements of good and bad letters…

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FAFSA changes

FAFSA changes passed by Congress

  The COVID relief bill passed at the end of 2020 also included some significant changes to the FAFSA. The changes go into effect for the 2024-25 school year. The FAFSA for that school year opens on October 1, 2023 and will use tax information from 2022. And because the FAFSA is completed each year…

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529 Plan Funds can be rolled over into Roth IRAs

man celebrating

By Heidi King, College Inside Track   Tucked into the year-end federal spending package was a new provision allowing 529 Plan funds to be rolled over into Roth IRAs tax and penalty free. This significant change takes effect in 2024. Here are the key details:   The benefit is for 529 plan beneficiaries (as opposed…

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FAFSA changes for financial advisors

  Check out the following video from College Inside Track President Chris Wills providing a helpful overview of the new changes to the FAFSA that financial advisors need to know about, as they will require new planning strategies for many clients

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Student Loan Forgiveness Details

  Here is a Q&A with College Inside Track President Chris Wills regarding the Biden administration’s student loan forgiveness plan:    Chris, there’s been a lot of publicity around the Biden-Harris Administration’s Student Loan Forgiveness Plan.  I just received my first alumni parent text on the topic: “How do we get the Biden Loan Forgiveness…

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The Test Optional Path in the 2022/23 Application Cycle: Q and A with CIT  College Testing Policies Expert Tiffany Kolb

CIT Consultant Tiffany Kolb discusses what families need to know now about the test optional path in college admissions: Important takeaways from the most recent application cycle, possibilities of test optional applications at highly selective colleges, and the process of determining whether or not to submit scores Q:  Tiffany, in general terms, what’s new on…

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Jay Benanav Q and A: Financial Aid Issues for 2023 HS Graduates

College Inside Track founder and nationally recognized college admissions financial aid expert Jay Benanav discusses some of the most salient college financial aid issues relative to the 2022-2023 application cycle   Q: Jay, what is new and reportable in the 2022 landscape of financial aid?  What have we learned in the last application cycle?  Even…

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Cozy Wittman on Wicked Pissah Podcast: Financial Strategies Driving the College Search

  Cozy Wittman, Wicked Pissah Podcast, Episode 118 College Inside Track’s Cozy Wittman offers a really fun, comprehensive discussion around the college search.  With strong advice for financial advisers, the podcast speaks to all listeners with a stake in the college search. When should families begin thinking about the college search?  When should the scholarship…

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