Steve Logan
Steve Logan is the Chief Technology Officer at SAGE Scholars, where for more than two decades he has led the development of secure, innovative technology to make private college more affordable for families. He combines deep expertise with genuine care, dedicated to guiding students and parents through every step of the college journey. A devoted husband and father, Steve is passionate about helping families prepare and plan for college, ensuring the path to higher education is more accessible.Articles By Steve Logan
A significant change to 529 plans helps remove a major sticking point
A significant change to 529 savings plans now allows unused funds to be transferred into a Roth IRA without tax penalties, starting in 2024. This change helps families who have leftover money in their 529 plans but were previously limited in how they could use or withdraw it. However, there are specific requirements, such as the account being open for 15 years, and other rules to consider, like the annual Roth IRA contribution limit.
Budgeting Basics for Teens: An Introduction to Managing Your Money
This guide introduces teens to the basics of budgeting by helping them track their income and spending. It emphasizes the importance of setting financial goals, distinguishing between needs and wants, and saving. By following a simple budgeting method like the 50/30/20 rule, teens can manage their money effectively and build a strong foundation for future financial stability.
Campus Visits That Count: Making the Most of Your Tour
What to look for, what to ask, and how to turn a college tour into a powerful tool for finding your best-fit school.
Thriving on Your Own: Essential Skills for Campus Life
A practical guide to life skills every student needs when living away from home for the first time.
Understanding the College Application Timeline
A guide for 11th and 12th graders to stay on track, reduce stress, and make informed decisions throughout the college admissions journey.