Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
College and University Discussion
Reply to "2025 & 2026 donut hole families"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous][quote=Anonymous][quote=Anonymous]Not donut hole, I guess. Harvard, No FA HHI under 200. Assets 2mm in brokerage, 1mm in retirement, 1mm house (paid off, we bought 25 years ago for 300k), 100k in 529. We are small business owners and are limited by earned income as to how much we can shift to retirement. 2 younger kids [b]I think if we had 2mm in retirement and 1mm in brokerage we would have gotten aid. [/b] I dont really understand why colleges care where the money is. Our brokerage includes our retirement money, it's just not tax advantaged. [/quote] Is PP correct? Is retirement not considered at all when reviewing assets for financial aid? [/quote] Frankly I think someone with $3m in assets as well as a $1m paid off house should get no FA even if it’s ALL in a retirement account and none of it in brokerage.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
