Saving for College
Learn about the best strategies and products your clients can use when saving for college as well as the guidance needed when applying for financial aid.
529 College Plan Bill to Be Debated in Senate Committee
By Melanie WaddellThe bill is intended to "modernize" 529 plans and would designate computers as a qualified expense, among other provisions.
January 28, 2015
Obama Drops 529 Tax Plan; New College Saving Bills FloatedAdministration will now focus on delivering a larger package of education tax relief that will have bipartisan support.
December 12, 2014
529 College Savings Plan Assets Grew 21% in 2013Report finds new options give financial advisors opportunity to add value; ETFs lag in 529 plans while use of 'exotic' asset classes increases.
November 05, 2014
Top 20 Colleges With Most Billionaire AlumniYou don't have to have a college degree to become a billionaire, but these schools, mostly in the U.S., have churned out many of them.
August 20, 2014
Parents Agree Kids Should Help Pay for College: FidelityParents plan to cover 64% of their childrens college costs, Fidelitys eighth annual College Savings Indicator Study found.
August 08, 2014
5 Tax Strategies to Pay for College Without Going BrokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
July 31, 2014
Top Ways College Is Paid For: Sallie MaeMore American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.
June 24, 2014
13 best & worst 529 college savings plans of 2014: MorningstarMorningstar looked at 84 college investment plans to see which ones do it right and wrong.
