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.
Biden to Forgive $39B in Student Debt
By Ryan Teague Beckwith, Janet Lorin and Akayla GardnerThe plan comes as the administration pursues alternatives to a $400 billion plan rejected by the Supreme Court.
June 30, 2023
Supreme Court Throws Out Biden's Student-Loan Relief PlanStudent loan payments are set to resume in late August after a three-year pause.
June 29, 2023
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?Each type of plan has its own set of characteristics that clients should understand.
June 29, 2023
Debate: Can More Information Ease the Student Debt Crisis?Our two tax experts discuss a proposal designed to address the high cost of student loans.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
May 24, 2023
Staying Alive in America: Bachelor's Degree PreferredThe mortality gap between the education haves and have-nots is getting a lot bigger.
May 18, 2023
Beware the Pitfalls of Secure 2.0: Wade PfauThe retirement researcher also gives ThinkAdvisor his view on whether there might be a "Secure 3.0 Act."