Why now is a good time to remind clients to save for college
Not only are college costs rising along with student loan debt, but families are saving less for college.
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.
Prepaid 529 plan assets up 7.2 percent since 4Q 2013
Active accounts for prepaid 529 plans in 4Q 2014 totaled 1,358,907, up 1.37 percent from the year-ago period.
529 prepaid plans assets edge down in 3Q 2014 [charts]
Prepaid 529 plan assets dipped two percent in the third quarter of 2014.
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.
Opportunities aplenty: Advising parents on college funding
College Funding Coach Founder Brock Jolly says 529 savings plans are only a piece of the college funding puzzle.
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.