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.
Supreme Court Nixes Biden's Loan Forgiveness Plan: What's Next for Borrowers?
By Robert Bloink | William H. ByrnesClients with student loan debt should, for now, plan on restarting payments in October.
June 29, 2023
Debate: Can More Information Ease the Student Debt Crisis?Our two tax experts discuss a proposal designed to address the high cost of student loans.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
May 24, 2023
Staying Alive in America: Bachelor's Degree PreferredThe mortality gap between the education haves and have-nots is getting a lot bigger.
May 18, 2023
Beware the Pitfalls of Secure 2.0: Wade PfauThe retirement researcher also gives ThinkAdvisor his view on whether there might be a "Secure 3.0 Act."
May 16, 2023
529 Plans: Saving for College, Retirement, and Now Elder Care?Argentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 02, 2023
14 Best Value Private Colleges: Princeton Review, 2023These private colleges will give you the most for your tuition, according to the Princeton Review.