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.
12 Worst States for Student Loan Debt
By Michael S. FischerAlthough the student debt crisis affects students across the country, not all states are equal.
August 23, 2022
Student Loan Relief Seen Costing Billions and Favoring Top EarnersForgiving student loan debt could cost between $300 billion and $980 billion over 10 years, according to Penn Wharton's budget group.
August 10, 2022
Use Roth IRAs to Save for CollegeRoth IRAs are more flexible than 529 plans, but there's one big catch.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
July 05, 2022
12 Most Affordable U.S. States: 2022Average pay is at least 30% higher than the cost of living in these states, a job search site reports.
June 17, 2022
New Bill Would Allow Rollovers From 529 Plans to Roth IRAsThe bipartisan College Savings Recovery Act would allow unused education savings to be rolled over without penalty.
June 08, 2022
Headwinds for High Earners Are About to Get WorseIn a recent survey, a third of people earning more than $250,000 a year reported living paycheck to paycheck. And expenses are climbing.
June 03, 2022
15 Worst Places for Millennials to Live: 2022WalletHub ranked the states on 34 metrics of affordability, education and health, quality of life, economics and civic engagement.