SECURE 2.0’s 529-to-Roth Rollover
Navigating SECURE 2.0’s New 529-to-Roth Rollover Opportunity SECURE 2.0 was signed into law as part of the Consolidated Appropriations Act, 2023. Section 126 [...]
FAFSA: Getting Down to the Basics
For Many Families, Financial Aid Programs Help Make Higher Education Attainable The first step in applying for aid is to complete the Free [...]
529 Plans & Financial Aid Impact
A Crash Course in 529 Plans and Their Impact on Financial Aid Are you worried about the rising cost of education? 529 plans [...]
Mastering Financial Aid Eligibility
For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application [...]