College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
GOP Eyes Endowment Tax Hike
By Nancy Cook and Erik WassonRepublicans are reportedly considering boosting the 1.4% endowment tax to rates as high as 14% to 21%.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 16, 2025
Annuity and Trust Assets: The Education ConnectionClients who have spent more time in class have a different approach to financial planning.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 08, 2025
New Bill Expands 529 Plan Funds to Training Programs, Including CFP MarkThe legislation allows the education accounts to be used to pay for postsecondary training and credentialing.
April 08, 2025
20 Most Expensive Colleges: 2025Get ready for sticker shock: These numbers don't even include room and board.
March 28, 2025
How to Talk With Clients About Saving for a DisabilityDevelopmental Disabilities Awareness Month is a reminder that many physical and mental disabilities are not visible.