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.
IRS Issues Trump Account Guidance
By Melanie WaddellOne takeaway: It appears Roth conversions will be allowed, says planning expert Ben Henry-Moreland.
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.
November 14, 2025
When Funding College With Roth IRAs Makes Sense: Levine, SlottWhile 529 accounts are tailor-made for educational expenses, they aren't always optimal, the retirement experts say.
November 11, 2025
6 Planning Steps for Clients in Their 30s and 40sClients in this age range are making major life changes while trying to save and invest for the future.
November 10, 2025
18 Best 529 Plans for 2025: MorningstarThese plans offer exceptional stewardship of investor capital and well-constructed portfolios, according to analysts.
November 04, 2025
Why Older Americans Are So Much Richer Than Younger OnesA new paper explores three drivers of the generational wealth gap, which has exploded in the past four decades.
November 03, 2025
8 Ivy League Schools’ Endowment Investment Returns, Ranked: 2025Each institution's performance improved year over year, some by several percentage points, and all boosted AUM.