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.
529 Plan Share Class Crackdown Yields $2.7M for Clients
By Melanie WaddellRestitution and interest for owners of 529 plan accounts came from 19 firms, says FINRA.
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.
December 03, 2020
FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech RoundupAlso, Orion recruited an ex-Ascensus exec to further its expansion into the 529 plan sector.
November 09, 2020
8 Worst 529 College Savings Plans of 2020These plans have big flaws, like high fees or a subpar asset allocation approach, according to Morningstar.
November 05, 2020
IRS: Self-Supporting College Students Can Claim Stimulus ChecksNov. 21 is the deadline to receive payments this year.
November 05, 2020
Judge Orders Feds to Reveal All PPP Loan RecipientsThe judge found that legal exceptions for confidential information did not apply to what he called a "colossal outlay of taxpayer funds."