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 to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
By John ManganaroThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 15, 2024
A Better Way to Coach Clients (and Their Children) Through College EnrollmentThe pressures of planning for higher education costs can trigger less-than-rational decision making.
November 04, 2024
20 Best-Paying Jobs for College Business Majors: 2024This popular course of study prepares graduates for a variety of potentially lucrative career tracks.
October 30, 2024
SEC Hit These 6 Firms With Reg BI Fines in 2024The SEC cracked down this year after industry complaints that FINRA was taking the lead.
October 30, 2024
8 Ivy League Colleges' Endowment Returns, Ranked: 2024The elite schools' average 8.3% return on investments was a significant improvement over last year's average 2.3% gain.
October 29, 2024
5 Best 529 College Savings Plans: Morningstar, 2024The best plans have well-researched asset-allocation approaches and experienced investment teams.
October 09, 2024
20 Worst-Paying College Majors: 2024There's more to picking a career than money, but it's important for students to choose with open eyes.
October 03, 2024
Thrivent Takes Reg BI Hit Over Outdated Share Class CalculatorThe firm recommended pricier shares in two 529 plans after failing to account for a fee change, regulators said.