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.
Endowments Had Stable Returns, Boosted Spending in FY25
By Michael S. FischerU.S. colleges tapped assets to help prop up operations and support students, faculty and missions, data shows.
January 20, 2026
Watch Out for These 6 Tax Traps in 2026Don't let recent tax changes catch your clients by surprise.
December 04, 2025
IRS Mentions Annuities in New Trump Baby Account Regulation NoticeOfficials also talked about the kinds of nonbank entities that can act as account trustees.
December 03, 2025
IRS Issues Trump Account GuidanceOne takeaway: It appears Roth conversions will be allowed, says planning expert Ben Henry-Moreland.
December 02, 2025
Michael and Susan Dell Pledge $6.25B to Fund 25M 'Trump Accounts'Children under 10 but too old to qualify for newborn deposits will be eligible for a $250 contribution.
November 25, 2025
New Bill Expands 529 Plans to Include Child Care CostsThe Early Education Savings Program Act allows account funds to be used at state-licensed facilities.
November 20, 2025
12 Most Expensive States for a College EducationIn these states, WalletHub reports, the expenses take a big chunk out of households’ median annual income.
November 18, 2025
12 States Where College Education Costs the LeastAttending a school with in-state tuition in these locations can greatly defray the expense, WalletHub finds.