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 Cuts ACA Individual Mandate Penalty Out of Tax Forms
By Allison BellThe agency notes that, legally, the coverage requirements do still apply.
December 23, 2019
What the 'Father of 401(k)s' Thinks of the Secure ActTed Benna, Morningstar's Christine Benz and others talk to ThinkAdvisor about the new law and other hot retirement topics.
December 23, 2019
Student Loan Debt Could Be Reshaping U.S. Life Market: Haven Life SurveyMany people with student loan debt say the debt has forced them to put off starting families.
December 23, 2019
Philanthropy 2020: Looking Backward to Go ForwardAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 23, 2019
My Client Thinks Investment Advice Should Be Free. What Now?If your clients are wondering what they're paying you for, remind them of these 14 things.
December 23, 2019
What's Next for the Schwab-TD Ameritrade Deal, in 8 ChartsMorgan Stanley analysts highlight the bumps the $26 billion merger could face over the next year or so.
December 23, 2019
Auto Loan Rejection Rate Nearly Doubles in 2019: Fed SurveyApplication rates for auto loans decline by 3% while mortgage application rates climb by nearly 2%.