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.
A Matter of Interpretation
By Staff WriterAs the interpreter for Lee Kramer at Kramer Financial in Frederick, Maryland, 23-year-old Lisa Soyke got an associate degree in Sign Language Interpreting in 2001...
November 06, 2003
Time To Act On Split-Dollar 'Safe Harbor' ProvisionsTime To Act On Split-Dollar Safe Harbor ProvisionsByThe good news is that the Internal Revenue Service has issued rules finalizing the previously proposed split-dollar regulations ...
October 30, 2003
UICI To Sell Student Loan Unit To Sallie MaeNU Online News Service, Oct. 30, 2003, 12:43 p.m. EST -- UICI, North Richland Hills, Texas, says it has agreed to sell Academic Management ...
October 23, 2003
From Past PresidentsMillard J. Grauer, CLU, ChFCHighland Park, Ill.President 1994-1995The Society of Financial Service Professionals has been the kingpin of professionalism and ethics in the life insurance ...
October 23, 2003
When 401(k) Loans Make SenseBySome producers advise their boomer clients not to borrow against their 401(k) plans because those assets are, after all, earmarked for retirement--a life stage ...
October 21, 2003
PFPC Offers 529 Plan Data ServiceNU Online News Service, Oct. 21, 2003, 1:23 p.m. EDT -- PFPC Inc., Wilmington, Del., has started a 529 college savings plan account data ...
October 21, 2003
Thaxton Files For Bankruptcy Court ProtectionNU Online News Service, Oct. 21, 2003, 12:33 p.m. EDT -- The Thaxton Group Inc., Lancaster, S.C., a life insurance agency and consumer loan ...
October 20, 2003
GAO: Bank Regulators Should Look Harder For Signs Of TyingNU Online News Service, Oct. 20, 2003, 5:35 p.m. EDT -- Federal banking regulators should do more to enforce the laws that prohibit commercial ...