Posts Tagged ‘fafsa’


Could a Roth IRA Conversion Affect a Student’s Financial Aid?

Icon Provided by Joseph Regenstein IV, CMFC on April 17, 2012

Run the numbers, because the answer could be “yes.” An underreported story. In 2010, we have a wave of IRA owners converting traditional IRAs to Roths. There are all kinds of compelling reasons to make that move. Yet for some IRA owners, the conversion may have an unintended consequence: it may reduce their son or [...]

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