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Category:
College Planning & Student Loans

College Funding Issues

Updated 12/1/2024

What Issues Should I Consider To Fund My Child’s College Education?

This checklist covers 20 of the most important planning issues to identify and consider when a client is trying to determine how to fund their child’s college education. It’s structured as follows:

  • Financial Aid Issues
  • Funding Issues
  • Qualified Account Issues
  • Tax Planning Issues
Related Guides
Paying Off Student Loans Issues
Category: College Planning & Student Loans
Student Loan Income Driven Repayment (IDR) Plan Eligibility
Category: College Planning & Student Loans

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