Скачать или смотреть Which Investment Accounts Count For College Aid?

Navigating college financial aid can be complex, especially when you have various investment accounts. This video breaks down which types of investment accounts impact your eligibility for college aid and which ones don't, helping you plan smarter for your child's education.

Understanding how your savings affect financial aid is crucial for maximizing support. Here’s what you need to know:
► Discover which common investment accounts, like 529 plans, are treated favorably by financial aid formulas.
► Learn about assets that are generally counted against your aid eligibility, such as custodial accounts (UGMA/UTMA).
► Understand the protective status of retirement accounts, like 401(k)s and IRAs, which typically do not count towards college aid calculations.
► Get clarity on how parental versus student-owned assets are weighted differently in the aid assessment process.
► Identify strategies to structure your investments to optimize your potential for receiving more financial aid.


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