Stock Investments and Financial Aid

For the 2007-2008 college year, in the case of a dependent student, a
flat 20% of the value of any student assets are expected to be spendable
for college. From the parents assets it is a sliding scale to a maximum
of 5.64% of assets above an asset protection allowance based on age.

For an independent student, without dependents other than a spouse, it
is 20% of assets above an asset protection allowance based on age. The
allowance is zero at age 25 and increases for each older year.

For an independent student, with dependents other than a spouse, it is a
sliding scale to a maximum of 3.29% of assets above the age-based asset
protection allowance.



Steven B. Blank
College Financial Aid Consultants
29 Ives Hill Court
Cheshire, CT 06410
(203)250-7761


On 9/17/2006 11:50 PM, Charlie Perrin wrote:
> On 17 Sep 2006 19:56:26 -0700, wrote:
>
>
>>If I have stock holdings, will I be required to liquidate them to
>>finance college? I would prefer to put all/most of my college
>>expenses on federal loans and continue making a decent
>>return in the markets.
>>New to all of this, sorry if this has been asked before.
>
>
> It may have changed since I went to college, but students were
> expected back in the Dark Ages to liquidate a maximum of 35% of their
> assets.
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