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.
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a Shrug
By Melanie WaddellWhile open questions remain around these rollovers, some advisors say there are better ways to save for college.
January 25, 2024
IRS Issues Rollover Relief for Maryland Prepaid 529 PlanSome transfers from the plan, which had accounting issues, to another plan can be excluded from gross income.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.
December 29, 2023
10 Richest Historically Black Colleges and UniversitiesHBCUs were not immune from the financial performance declines affecting educational returns in fiscal 2022.
December 20, 2023
The 17 Richest Colleges in the U.S.The biggest endowments took a dip, according to NACUBO-TIAA data.
December 15, 2023
8 Ivy League Colleges' Endowment Returns, Ranked: 2023Sluggish returns reflect high interest rates, volatility in public equities and a valuation correction in private markets.
December 07, 2023
21 Best-Paying Jobs for College Business Majors: 2023Financial advisor is one of the most well-compensated business jobs at mid-career, according to Payscale.
November 17, 2023
10 Best MBA Programs in the United States: LinkedInThe networking site used its own data to rank the programs based on graduates' career outcomes.