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.
3 Keys to Taking Advantage of 529s
By Danny McAuliffeNot just college savings vehicles, the accounts have evolved, enhancing their long-term planning value.
May 27, 2025
15 U.S. Universities With the Most Ultra-Wealthy AlumniOne institution has far more graduates worth $30 million or more than any other, Altrata research finds.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 09, 2025
GOP Eyes Endowment Tax HikeRepublicans are reportedly considering boosting the 1.4% endowment tax to rates as high as 14% to 21%.
May 06, 2025
How Clients Can Maximize College Financial AidThink wealthy clients can afford to ignore college planning? Think again.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 16, 2025
Annuity and Trust Assets: The Education ConnectionClients who have spent more time in class have a different approach to financial planning.