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Cheap Dating Ideas When You Owe Student Loans

It is your turn to plan date night. When you have student loans, you worry that date night will involve spending money you don’t have, especially if you follow the crowd with entertainment followed by an expensive dinner. Don’t sweat it. No matter what your interests are as a couple, you can have a date night that won’t hinder your debt payoff plan. Spend time instead of money for a fun date night.

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Answers to Questions about 529 Plans in Different States

During our webinar about How to Reach Your College Savings Goals with a 529 Plan, participants asked dozens of questions. Here are the answers to questions about having a 529 plan in a different state and moving a 529 plan between states.

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Reg BI Affects Direct-Sold and Advisor-Sold 529 Plans

Regulation Best Interest (Reg BI) requires financial advisors and broker-dealers to provide disclosures regarding their fees and services, to consider costs when recommending products to clients and to disclose or eliminate any conflicts of interest.

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Are Investments Factored into Financial Aid on the FAFSA?

Some types of student and parent investments are reported on the Free Application for Federal Student Aid (FAFSA) and some are not. Money in qualified retirement plans, small businesses owned and controlled by the family, and net home equity for the family home are not reported on the FAFSA.

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How Do Distributions from a Roth IRA Affect the FAFSA?

Distributions from a Roth IRA are reported as income on the FAFSA, including a tax-free return of contributions. The distributions are reported as taxable income or untaxed income, depending on whether they are included in adjusted gross income (AGI) or not.

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