Hi Heather,

I have a client who has saved money into a Custodial UTMA 529 plan for his granddaughter.  The grandfather is the participant with his granddaughter as the beneficiary.  She will be starting college in the Fall of 2014.  Do you know of any specific strategies or advice we should be discussing with him relative to the accumulated dollars?  He is looking for guidance on how to best use the savings for her education without jeopardizing the parents ability to qualify for aid. Any suggestions or advice you have would be greatly appreciated. 

Thanks,
Kate Alves