Planning Update: College Debt Partially Forgiven - What’s it Mean?

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Experience, Shannon Smith, CFP, AWMA, to discuss paying for college and what the impact of partial debt forgiveness means to:

• College costs

• Ways to pay for college

  • Financial Aid

• College loans

  • Federal
  • Private
  • Deferred Interest
  • Paying Back
  • The President's Pardon

• Ways to save

  • 529 Savings Accounts
  • Coverdale ESAs
  • UTMA
  • UGMA
  • Taxable Accounts
  • Roth IRAs

• Benefits of a 529 Plan