Insider Tips for the week of January 7, 2023

December 31, 2022

529 plan funds can be rolled over into Roth IRAs – Tucked into the year-end spending bill just signed into law was a major change that allows 529 plan funds to roll over into Roth IRAs. Check out our latest article for the details. Choices and options – a blueprint for college admission – Georgia…

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FAFSA 101 with CIT’s Cozy Wittman: The Weekly Wealth Podcast

April 8, 2022

FAFSFA 101 with Cozy Wittman on The Weekly Wealth Podcast:  Listen Now! In this podcast,  CIT’s Cozy Wittman speaks with David Chudyk on FAFSA-related topics. College planning, college selection, college funding, and even the decision TO go to college can impact the financial lives of students and parents for decades.  In this episode, Cozy discusses: 1.…

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Top strategies to help grandchildren with college

October 30, 2020

With the holiday season approaching, there is a terrific way grandparents may want to consider spoiling their grandchildren. Today’s retirees have accumulated wealth at unprecedented levels and combined with the rising cost of college, many now are taking advantage of an opportunity to provide a legacy of education to their grandchildren. However, without understanding the proper…

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Seminar PowerPoint

September 29, 2018

Click the link below to download the College Inside Track education seminar PowerPoint. CIT Seminar Power Point  

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