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Financial Wellness Done Right

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RetireU – College Funding

August 8, 2024 @ 12:00 pm - 1:00 pm CDT

“Retail” vs Actual college costs ■ FAFSA recent changes – The needs based financial aid system ■ Where does the money come from? ■ How much is enough? ■ Tax Advantaged savings vehicles (Section 529 plans, Coverdell Education Savings Accounts, Individual Retirement Accounts, Uniform Transfer to Minors Accounts, Roth IRA’s, etc.) ■ Tax Credits/Deductions ■ Helpful websites