Wisdom on Stafford Loan vs. 529 Plan

<p>My son has been fortunate enough to receive full-tuition scholarships to a few different schools. Oh my gosh. What a relief!</p>

<p>So, now I know that all he and I have to come up with is room and board and books and fees, which will run us, it seems, about $12,000 a year.</p>

<p>I have saved up very little in a 529 plan for him. It wasn't a whole lot to begin with, and like so many people's funds, it lost almost 30% in the past year.</p>

<p>I was thinking, wouldn't it be smarter to have son take out Stafford loans each year, for the maximum allowed, and I pay the remainder of the bill with the 529 plan? He would be accumulating debt, yes, and there would be interest to pay. BUT, I would also be able to spread the 529 over a long period of time and give it a chance to possibly grow in value a little, AND I wouldn't have to look for other sources of funds, at possibly higher interest rates, so soon. I also think it's kind of a good thing that he would have some financial responsibility for his own education, by taking out the loans each year.</p>

<p>Or are there whole other options that people traditionally pursue, other than 529s and Staffords?</p>

<p>What is the current wisdom on how to balance loans with 529's?</p>

<p>Was he offered subsidized Stafford loans? I would think it’s definitely worth taking subsidized, and that’s exactly what my D is planning. Do you think the 529’s will come back to a level where it’s worth paying the 6.8% interest on unsubsidized. If so, then your plan seems sound. If not, it might be worth using more of the 529 money early than paying interest, especially if the 529 increased your EFC.</p>

<p>No, he does not qualify for subsidized Staffords. Is that what the interest is now? 6.8%? </p>

<p>I really know little about the options, as he is my firstborn.</p>