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.
14 Best Value Private Colleges: Princeton Review, 2023
By Michael S. FischerThese private colleges will give you the most for your tuition, according to the Princeton Review.
April 19, 2023
Can Your Clients Tap an IRA to Pay for College?Some taxpayers may be able to access their IRA savings to cover higher education costs without penalty.
April 06, 2023
17 Worst-Paying College Majors: 2023Education majors are still getting the short end of the stick, but they're not the only ones.
March 17, 2023
9 Strategies for Clients Stuck in Student-Debt Limbo: Advisors' AdviceWhat's the best approach on college loans as the Supreme Court considers President Biden's student debt relief plan?
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.
March 02, 2023
17 Best-Paying College Majors: 2023These fields of study lead to earnings above the national median, according to the New York Fed.
February 27, 2023
Financial Well-Being Requires More Than One Dose: New StudyExposing college students to a financial skills course has only modest impact on measurable financial outcomes, researchers found.
February 24, 2023
Debate: Will 529-to-Roth IRA Rollovers Boost College Savings?Our tax experts discuss the new Secure 2.0 rules allowing taxpayers allowing rollovers of unused 529 plan funds.