Sentences with phrase «against financial eligibility»

That is the biggest draw for these policies, since other investment vehicles, such as 529 plans, will count against financial eligibility.

Not exact matches

And normally, if you have $ 100,000 in a bank account, a 529 Plan, stock accounts, mutual funds, etc., that money will count against your child's financial aid eligibility.

When the time comes to pay for college, 529 contributions count as parental assets, which means that less than six percent of their value counts against your child's financial aid's eligibility.

Many people choose to use their endowment to pay for a child's education, largely because the endowment money isn't counted against financial aid eligibility.

The assets are put in the student's name and weigh heavily against financial aid eligibility, leading to my next point...

Another benefit is that using an endowment policy to fund your child's education does not count against financial aid eligibility.

This presentation, by Moira Laidlaw, Esq., will review those financial eligibility rules and identify planning opportunities for clients, whether they are in the middle of a health care crisis or interested in guarding against one in the future.