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.
15 Most Educated States in America
By Michael S. FischerAs WalletHub notes, education tends to go hand in hand with economic success.
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.
January 03, 2023
Is Gen X Sitting on a Pile of Wealth?New research suggests that Gen X is now significantly wealthier than baby boomers were at the same age.
December 27, 2022
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to WatchThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?