Podcast: Education planning how-to’s in a COVID world

June 25, 2020

              iTunes                |            Spotify

The coronavirus pandemic brought major changes to higher education.  From where to attend classes to exploring the upcoming financial aid filing season, there are a lot of important factors to think through right now.  Hear from professor and education planning expert, Ross Riskin, CPA/PFS, in this podcast as he shares new strategies around:

  • Using 529 plan distributions for room and board when a child is living at home
  • What to know about the FAFSA process for the fall semester
  • CARES Act relief provisions and planning strategies for student loan repayments
  • Deeper education planning questions that go beyond finances

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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