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 Plans to Act Immediately on Student Debt Relief
By Bernice NapachHe will extend the moratorium on federal loan payments and wants Congress to cancel $10,000 of student debt, a Biden advisor says.
January 05, 2021
How to Get PPP Loan Forgiveness for Small-Business Clients Under the New RulesThe year-end stimulus package included big changes to how the PPP loan forgiveness program works.
January 04, 2021
529 Plan Share Class Crackdown Yields $2.7M for ClientsRestitution and interest for owners of 529 plan accounts came from 19 firms, says FINRA.
December 30, 2020
Morgan Stanley to Return $1.7M in Excess 529 Plan Fees, InterestFINRA's self-reporting 529 plan share-class program includes $2.7 million in total restitution and interest paid to clients of 3,900 accounts.
December 30, 2020
How the New Stimulus Package Helps Individuals, Small BusinessesAlong with more PPP loans, the bill includes a 100% deduction for business meals provided by restaurants through year-end 2022.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 22, 2020
How Relief Package Impacts College Aid, Loan PaymentsAmong the many changes, it extends tax-free student loan payments by employers to employees and simplifies the FAFSA form.
December 21, 2020
Transamerica to Pay $8.8M Over Annuity, Fund & 529 Supervisory FailuresThe problems at Transamerica Financial Advisors affected 2,400 clients of variable annuities, mutual funds and college savings plans.