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.
How Secure 2.0 Act Helps Workers With Student Loans
By Robert Bloink | William H. ByrnesEmployers can make matching retirement plan contributions based on student debt repayments starting in 2024.
January 05, 2023
Fraternal Life Insurer to Help Members Update SkillsForesters will offer up to 375 education and training grants per year.
January 03, 2023
Is Gen X Sitting on a Pile of Wealth?New research suggests that Gen X is now significantly wealthier than baby boomers were at the same age.
December 27, 2022
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to WatchThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 20, 2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement PlanningAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 08, 2022
Should Your Clients 'Superfund' Their 529 Plans?Clients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
December 08, 2022
Debate: Are Student Loan Interest Proposals Fair?Two professors discuss whether ending student loan interest capitalization in certain situations is a good idea.