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Education

Roth IRAs As a College Savings Vehicle

Roth IRAs As a College Savings Vehicle

December 21, 2022 by Bautis Financial

Using a retirement account for education expenses may sound counterintuitive, but it's important to evaluate all the options you may have available. Discover how Roth IRAs can be used as a potential planning strategy for college.

Read moreRoth IRAs As a College Savings Vehicle
How Can We Afford College? 5 Tips to Figure It Out

How Can We Afford College? 5 Tips to Figure It Out

December 9, 2022 by Bautis Financial

Finding and funding the right school at the right price can be challenging. You can get a better idea of how much any given school will really cost by accessing the resources outlined in these valuable steps.

Read moreHow Can We Afford College? 5 Tips to Figure It Out
12 Answers to the Most Important 529 Plan Questions

12 Answers to the Most Important 529 Plan Questions

December 1, 2022 by Bautis Financial

You asked, we answered. Here's what you need to know about 529 college savings plans.

Read more12 Answers to the Most Important 529 Plan Questions
Expensive, Popular School vs. Affordable, Sensible School

Expensive, Popular School vs. Affordable, Sensible School

October 21, 2022 by Bautis Financial

Which would give the best value and experience? These seven steps will help you make a far better-informed decision when building a list of colleges.

Read moreExpensive, Popular School vs. Affordable, Sensible School
How to Go to College and Graduate Debt-Free

Episode 126 – How to Go to College and Graduate Debt-Free With Shellee Howard

October 14, 2022 by Bautis Financial

Last year, Shellee Howard's company College Ready helped 51 seniors get $17.6 million in scholarships. In this episode of The Agent of Wealth Podcast, she shares her vast knowledge on college admissions — and how to maximize your chances of receiving financial aid in the process.

Read moreEpisode 126 – How to Go to College and Graduate Debt-Free With Shellee Howard
What Happens to a 529 If a Child Doesn’t Go to College

What Happens to a 529 If a Child Doesn’t Go to College

October 12, 2022 by Kyra Mackesy

While a 529 is generally referred to as a college savings account, it can be used for other types of education. Plus, recent tax laws give you even more options of what to do with a 529 if a child doesn’t go to college.

Read moreWhat Happens to a 529 If a Child Doesn’t Go to College
Safety School, Target School, Reach School

How to Build a Better List of Colleges Using Safety, Target and Reach Schools

September 13, 2022 by Kyra Mackesy

Increase your chances of acceptance by creating a balanced college list using these three categories: safety, target and reach.

Read moreHow to Build a Better List of Colleges Using Safety, Target and Reach Schools
Student Loan Forgiveness FAQs

Student Loan Forgiveness FAQs

September 7, 2022 by Bautis Financial

If you have questions about the recent student loan forgiveness announcement, here are some answers.

Read moreStudent Loan Forgiveness FAQs
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