College Funding Strategies
Contact us:
920-733-3173

College Funding Strategies
Proudly Serving Families in Northeast Wisconsin

Family Situation
  • Combined Annual Wages of $93,000
  • Assets = $75,000 home equity, $240,000 Retirement Accounts, $12,000 in savings/checking
  • Consumer debt of $11,900
  • Student income of $4,500 and CD worth $8,700

Goals
  • Maximize financial aid eligibility, minimize taxes, and develop cash flow strategies to allow parents to
    pay for 50% of education at a private university.

Solutions
  • Cash flow was reviewed and adjusted with no loss in lifestyle spending
  • Retirement strategies were utilized to reduce taxable income
  • Specific assets were repositioned
(Note: Specific Strategies Utilized are proprietary to College Funding Strategies, Inc.)

Results
  • An increase in financial aid eligibility at their private university was increased by $4,850 per year for a
    total savings of $19,400
  • A hands on student profile and assessment was completed to ensure the student was starting out with
    the best possible chance of hitting their major and career choice. By utilizing these techniques we
    believe we saved the family another year of college (5th year) and ultimately saved them an additional
    $30,000.  


                                                                   Case Studies Main Page
Case Studies - Category 2
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If a taxable conversion from a regular IRA to a Roth IRA is
made you will be assessed rollover income.  This amount
should be appealed to the Financial Aid Officer.