College Savings Demystified: The Devil Is in the Details
College tuition presents one of your clients’ largest pre-retirement expenses, so be prepared for the detailed situations that will round out their individual funding scenarios.
83% of Americans Say They Can’t Afford College: Edward Jones Poll
Plus, 66% cannot identify what 529 plans are, the annual survey finds.
529 College Savings Plan Assets Grew 21% in 2013
Report finds new options give financial advisors opportunity to add value; ETFs lag in 529 plans while use of 'exotic' asset classes increases.
5 Tax Strategies to Pay for College Without Going Broke
One wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
Cut College Debt Through Simpler Tax Incentives, Senator Says
The Senate Finance Committee looked at ways to reduce student borrowing through the tax code. One possibility: boosting prepaid 529 plans.
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.