How do you pay for college?

Cameron Morgan with A&I Financial Services explains to the experts some

great info about how 529 plans really work. Make sure the IRS doesn't charge you taxes or penalties—hint 1009Q and 1098T.

Learn about how much people actually receive from outside resources including scholarships, merit aid, grants, the Colorado Opportunity Fund and more.

Learn why it is often better to apply to a lower-ranked school than the best school—be strategic! Learn about the pros and cons of using a Roth IRA for college—and whose Roth IRA, kid’s, parents or grandparents.

Learn about how even $50 in a kid’s college fund might be able to increase their chances of going to college.

Learn how you can get your money out of a 529 plan if your student gets a scholarship or other financial aid.

Learn about how being eccentric and not well-rounded can help you. And make sure to hang out for the Holy Cow! moment with Cameron as she shares a great secret.

Plus, check out the show-notes with “Having the College Money Talk with Your Kids” and a link for a free consultation.Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

www.goodspeedmerrill.com

 

Jeff Krommendyk, Insurance Expert

Working with business owners and successful families in transferring

risk

One Digital Insurance Agency

(303) 730-2327

 

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth and choose how they want to be taxed

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

 

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