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.
When a Client Wants to Help Their Child Buy a Home
By Rob BurgessAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
February 18, 2026
Endowments Had Stable Returns, Boosted Spending in FY25U.S. colleges tapped assets to help prop up operations and support students, faculty and missions, data shows.
February 09, 2026
New Bill Lets First-Time Homebuyers Tap 529 PlansThe Save for Success Act allows distributions from qualified tuition programs to be used for qualified housing expenses.
January 28, 2026
New Bill Allows Use of 529 Plans to Pay College Application FeesSuch fees are "an often overlooked cost that can deter first-generation applicants," said Rep. Janelle Bynum.
January 20, 2026
Watch Out for These 6 Tax Traps in 2026Don't let recent tax changes catch your clients by surprise.
December 04, 2025
IRS Mentions Annuities in New Trump Baby Account Regulation NoticeOfficials also talked about the kinds of nonbank entities that can act as account trustees.
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.