A flat design illustration showing a split road. One path, labeled 'COLLEGE,' has a graduation cap. The other path, 'RETIREMENT,' has a palm tree and a sun. In the middle, a smiling, relieved person holds a piggy bank, looking at a new, third path labeled 'SECURE 2.0' that connects the other two, showing it's possible to do both.

529 College Savings vs FAFSA: How to Solve the Complexities

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  Worried your retirement savings will hurt your child’s financial aid? You’re not alone. We break down the FAFSA rules, the 529 plan dilemma, and the new game-changing law that could be the solution you’ve been looking for. Let’s talk about something that causes a *ton* of stress for parents. It’s that constant financial tug…

A clean infographic illustrating the FAFSA strategy. On one side, a 'Countable Assets' box (with icons for cash, stocks, 529 plan) leads to a smaller financial aid award. On the other side, a 'Non-Countable Assets' box (with icons for an annuity, life insurance, 401k) leads to a larger financial aid award. Use a friendly green and orange color palette.

How to Maximize FAFSA Aid: A Guide to Countable vs. Non-Countable Assets

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  How to Maximize FAFSA Aid: Have you been told to move your savings into an annuity to get more college financial aid? This guide explains the FAFSA rules, what “countable assets” are, and how this strategy works.   It’s one of the most stressful times for a parent. You’ve worked hard and saved diligently…