Latest / Make It Personal Podcast
How to Use College Savings Without Costly Mistakes | EP 87
You spent years saving for college. You made regular contributions, watched the account grow, and worked toward the goal of helping your child pay for higher education. Then the first college bill arrived, and a completely different set of financial planning questions began.
How do you access your college savings? Which education expenses can the money cover? How should tuition, housing, meal plans, books, technology, fees, and scholarships work together? What receipts and financial records should you keep? And who can help you understand the withdrawal rules before you start using the…
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