by Andrew Hoffarth | Jun 25, 2019 | Education Expenses, Financial Aid, Tax Planning
A question that parents frequently ask us is if they can use their Roth IRA to pay for college expenses. Here we review some important facts for parents to consider when using Roth IRA assets for college expenses and how using this account may affect your family’s...
by Andrew Hoffarth | May 20, 2019 | Featured, Student Loans, Tax Planning
Each year, thousands of students and parents rely on Federal Direct loans to assist them with paying for higher education costs. The interest rates on these loans are fixed for the life of the loan but the interest rate on newly issued loans adjusts annually based...
by Andrew Hoffarth | Oct 19, 2018 | Cash Flow & Spending, Education Expenses, Tax Planning
Using a home equity loan or home equity line of credit (HELOC) are popular ways for individuals to borrow for college expenses, often at lower interest rates than would be available on student loans. This month we wanted to take time to highlight a change in the tax...
