Planning for College

The financial aid formula

Using the Roth IRA for College

529 Plans

  • Colorado – CollegeInvest
    • Link to CollegeInvest
    • Strengths:
      • Good program; uses Vanguard funds; low expenses
      • Gives Colorado State Tax Break
  • West Virginia – Smart529 Select
    • Link to Smart529 Select Page
    • Strengths:
      • Excellent program
      • Use DFA Funds; low expenses
      • Slightly more exposure to International & Emerging Markets
    • Drawback
      • No Colorado State Tax Break
  • Arkansas
    • Link to Smart529 Select Page
    • Strengths:
      • Excellent program
      • Use IShares; low expenses
      • Can choose your exposure to Small Cap & International & Emerging Markets
    • Drawback
      • No Colorado State Tax Break
      • Need an advisor to purchase

Saving Money for College- a lot of good ideas:  http://aricherlifeweb.wordpress.com/2010/11/03/118-ways-to-sa…ney-in-college/

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