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.
New Bill Allows Use of 529 Plans to Pay College Application Fees
By Melanie WaddellSuch fees are "an often overlooked cost that can deter first-generation applicants," said Rep. Janelle Bynum.
December 03, 2025
IRS Issues Trump Account GuidanceOne takeaway: It appears Roth conversions will be allowed, says planning expert Ben Henry-Moreland.
December 02, 2025
Michael and Susan Dell Pledge $6.25B to Fund 25M 'Trump Accounts'Children under 10 but too old to qualify for newborn deposits will be eligible for a $250 contribution.
November 25, 2025
New Bill Expands 529 Plans to Include Child Care CostsThe Early Education Savings Program Act allows account funds to be used at state-licensed facilities.
November 20, 2025
12 Most Expensive States for a College EducationIn these states, WalletHub reports, the expenses take a big chunk out of households’ median annual income.
November 18, 2025
12 States Where College Education Costs the LeastAttending a school with in-state tuition in these locations can greatly defray the expense, WalletHub finds.
November 14, 2025
When Funding College With Roth IRAs Makes Sense: Levine, SlottWhile 529 accounts are tailor-made for educational expenses, they aren't always optimal, the retirement experts say.
November 11, 2025
6 Planning Steps for Clients in Their 30s and 40sClients in this age range are making major life changes while trying to save and invest for the future.