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.
Should Your Clients 'Superfund' Their 529 Plans?
By Robert Bloink | William H. ByrnesClients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
September 07, 2022
10 Hard Questions That Reveal Why Investors Need AdvisorsYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
August 10, 2022
Use Roth IRAs to Save for CollegeRoth IRAs are more flexible than 529 plans, but there's one big catch.
July 05, 2022
12 Most Affordable U.S. States: 2022Average pay is at least 30% higher than the cost of living in these states, a job search site reports.
June 17, 2022
New Bill Would Allow Rollovers From 529 Plans to Roth IRAsThe bipartisan College Savings Recovery Act would allow unused education savings to be rolled over without penalty.
May 26, 2022
Most College Savers Don't Know About 529 Plans: Edward JonesWhile 55% of respondents consider saving for college a top priority, only 40% recognized this education savings tool.
May 02, 2022
14 Best Value Public Colleges: Princeton Review, 2022These public institutions have earned the company's highest return-on-investment rating.
April 28, 2022
14 Best Value Private Colleges: Princeton Review, 2022These private institutions have earned the company's highest return-on-investment rating.