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Posted

I have a client that would like to restrict the availability to loans for one of two reasons:

  1. Purchase of a home
  2. College tuition

Has anyone had a client restrict loans to this degree? Is it allowed?

Thanks in advance for your help!

Posted

BRF testing would pass, I think, as everyone has the ability to either purchase a home and/or attend college.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

... everyone has the ability to ... attend college.

OK, in theory.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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