SUBSCRIBE
Enter your Name and Email address to get
the newsletter delivered to your inbox.
Please include name of person that directed you to my online newsletter so I can thank them personally.
Anthony J. Bardi
Registered Representative
Enrolled Agent, LTC# 454
Tax and Financial Solutions, Inc.
151 SE 223rd Avenue
Gresham, OR 97030
Phone: 503-666-7909
May/June 2023
FAFSA 101
If your child will start college in 2024, you’ll want to submit a FAFSA when the form becomes available on October 1, 2023.
FAFSA stands for Free Application for Federal Student Aid. It’s used to determine the amount of the loans, grants, and other federal financial aid a prospective student qualifies for. In addition, colleges use the FAFSA when deciding on a financial aid package to offer an applicant.
Create an Account
The first step in the process is for your child to set up an online account at FAFSA.gov. Both parents and students should create and retain a login and password to access the account.Gather Required Documents and Information
You’ll need the student’s and parents’ Social Security numbers, alien registration number if not a U.S. citizen, parents’ federal tax return, any untaxed income such as child support, plus cash, checking/savings and investments balances and list of schools (up to 10) where information should be sent.The Deadline
Students have until June 30, 2024 to apply for the 2023-2024 academic year; however, it’s wise to apply early before the bulk of the funds have been awarded.More information is available at: https://studentaid.gov.
CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
Tax and Financial Solutions, Inc. and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly licensed and registered. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency. Not all products and services are offered by all financial professionals. Products and services listed may only be offered by properly licensed individuals.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.