"Annuities & Financial Aid, What Parents Must Know”

Prepare For College, LLC by Chuck Moore, CCFC, Al Hoffman, CCA and Gary Carpenter, CPA, CCA

Episode notes

Today we will talk about the complexity of some of the FAFSA rules when it comes to qualified and non-qualified retirement plans and completing the FAFSA. We are going to try to simplify the rules, calm the confusion, and help you make smart planning decisions for your family.

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