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.
The Best & Worst of College Savings Plans
By Kara P. Stapletonhere have been some significant recent developments affecting 529 college savings plans, with substantial changes in state and federal tax benefits that should serve to increase the appeal of the plans. The most notable change was the Pension Protection Act of 2006, which made permanent an investor's ability to withdraw...
February 27, 2007
They Shouldn't Have to AskAccording to a survey commissioned by Hartford Life, a large percentage of people are interested in 529 plans. However, the percentage of people that are actually offered a 529 program by their advisor is much lower. Conducted in early fall of 2006 by Opinauri, Inc., the survey interviewed 300 parents...
February 18, 2007
529s And Federal Budget ProposalsOther developments are occurring in Washington that could ultimately affect 529 sales, although professionals had varying views on their chances of threading their way through ...
February 18, 2007
PPA Gives 529 Plans A BoostSection 529 College Savings Plans have experienced a surge in growth as parents take advantage of provisions of the Pension Protection Act of 2006, industry ...
February 18, 2007
PPA Gives 529 Plans A BoostSection 529 College Savings Plans have experienced a surge in growth as parents take advantage of provisions of the Pension Protection Act of 2006, industry ...
February 16, 2007
Tiburon SF Conference Announces SpeakersTiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called
February 09, 2007
New Legislation May Lower Student Loan Interest RatesThe College Student Relief Act of 2007 (HR 5), introduced by Rep. George Miller (D-California) with 211 cosponsors, would modify the Higher Education Act of 1965 by cutting in half the fixed interest rates on need-based Stafford loans for undergraduates over a five-year period. The bill passed the House on...
February 01, 2007
February 2007The American College will celebrate National Financial Awareness Day, on March 6. This year's theme focuses on the importance of disability income protection. The NASD Investor...