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.
8 U.S. Universities With the Most Ultra-Wealthy Grads
By Michael S. FischerMore than a third of U.S. residents with $100 million or more went to one of these schools.
February 14, 2023
15 Most Educated States in AmericaAs WalletHub notes, education tends to go hand in hand with economic success.
January 30, 2023
Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea"I think advisors got the wrong idea" about this Secure 2.0 Act provision, Slott tells ThinkAdvisor.
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client PlansSecure 2.0 created planning options for you and your clients, provided you know when to use them.
January 26, 2023
How Secure 2.0 Act Helps Workers With Student LoansEmployers can make matching retirement plan contributions based on student debt repayments starting in 2024.
January 24, 2023
How Secure 2.0 Is Shaping Advice to Clients: Advisors' AdviceThe new law is figuring into planning conversations in a variety of ways, advisors told us.
January 19, 2023
Are 529 Plan Rollovers the New Backdoor Roth?This Secure 2.0 provision intrigues advisors, but there's some fine print, warns Ian Berger of Ed Slott and Co.
January 05, 2023
Fraternal Life Insurer to Help Members Update SkillsForesters will offer up to 375 education and training grants per year.