Financial aid may cover even fewer costs for some families
A shorter, simpler FAFSA is coming in December, along with new rules that may mean less federal aid and a greater need for college investments.
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What is changing with college investment funds?
From financial aid to student loans to 529 plans, the college planning landscape is about to change dramatically. See what it means for families and how to stay on course toward investment goals.
Three key developments
A shorter, simpler FAFSA is coming in December, along with new rules that may mean less federal aid and a greater need for college investments.
The latest developments with federal loan payments, interest rates and debt forgiveness underscore the importance of planning ahead for college costs.
Starting in 2024, rollovers from 529 plans to Roth IRAs will give investors another option for keeping tax-advantaged assets in the family.
Stay current with the fast-changing college planning landscape
Guide your year-end college planning with insights into key changes taking effect in late 2023 and early 2024.
More for college investors
College Planning Essentials
Inform your decisions with our latest guide to college costs, financial aid, 529 plans, investment strategies and more.
Future Path 529 Plan
View the Plan's tax benefits, investment choices, account features and more.
A simple, tax-smart way to invest for education
Education is the best investment in a child’s future. Meet the rapidly rising costs with our tax-smart Future Path 529 Plan.