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  1. M

    For financial aid for college, what form do I use for the Simplified Means Test?

    I contribute the max to a 403(b) each year. With that, my AGI is less than $50,000. I am worried that if the FAO sees the 403(b) contributions, they may add that to my income raising my earnings above $50K. I think I may need the help of a consultant who has extensive experience with financial...
  2. M

    For college financial aid Simplified Needs Test what form do I use in order to not...

    ...report my assets? I contribute the max to a 403(b) each year. After that contribution, my AGI is less than $50,000. I am worried that if the FAO sees the 403(b) contributions, they may add that to my income raising my earnings above $50K. In addition, I have some interest income from savings...
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