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.
New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark
By Melanie WaddellThe legislation allows the education accounts to be used to pay for postsecondary training and credentialing.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 16, 2025
New Raymond James Program Seeks to Support Tampa Bay EducationThe firm has committed $7.5 million to nonprofits that support success within and outside the classroom.
January 02, 2025
Prudential Welcomes Babies Born Jan. 1 With $150 ChecksThe company wants the first "Generation Beta" parents to know the power of compounding.
December 26, 2024
What to Tell Clients About the New College Aid FormAfter a rough ride with last year's FAFSA, applicants should expect an easier time with the latest version.
December 23, 2024
Top 16 College Majors for the FutureThese courses of study lead to careers in well-paying fields with solid growth trajectories.
December 18, 2024
UConn’s Endowment Abandons Hedge Funds for New Kind of ETFThe increasingly popular exchange-traded funds use options to protect against losses while capping upside gains,