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Journal in the Round: Solving the FAFSA Puzzle with Clients

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The challenges facing financial planners who assist their clients in completing the Free Application for Federal Student Aid (FAFSA) revolve around conflicts between tax and financial aid maximization of a family's finances, and/or misconceptions about the FAFSA. These misconceptions could cost a family money. The contributors of February's Journal of Financial Planning will discuss the FAFSA myths and tips to help financial planners guide their clients through the intricate process of completing the FAFSA. It will include an audience Q and A, and be moderated by an FPA volunteer.

  • Apply their understanding of the impact of changes to the alternative minimum tax to client situations
  • Discover how Social Security and required minimum distributions impact tax-efficient withdrawals
  • Compare and contrast 2017 and 2018 applicable tax rates for a various income levels
  • List the key changes to itemized deductions under the Tax Cuts and Jobs Act

Mark Kantrowitz

Publisher and Vice President of Research, SavingForCollege.com

Mark Kantrowitz is publisher and vice president of research for SavingForCollege.com. A leading expert on student financial aid, scholarships, and student loans, he has been widely quoted in national newspapers and magazines about college admissions and financial aid, and has written for the New York Times, Wall Street Journal, Washington Post, and Reuters, among others. He is the author of four bestselling books about scholarships and financial aid, and he serves on the editorial board of the Journal of Student Financial Aid, the editorial advisory board of Bottom Line/Personal, and is a member of the board of trustees of the Center for Excellence in Education.

Kate Brownstein, CFP®

Financial Planning Associate, Truepoint Wealth Counsel

Kate Brownstein, CFP®, is a financial planning specialist at Truepoint Wealth Counsel in Cincinnati, where she assists with wealth management plans, stock-option monitoring, and insurance reviews and audits.

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Solving the FAFSA Puzzle with Clients
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0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available