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.
Can Roth IRAs Match 529 Plans for College Savings Benefits?
By William H. Byrnes | Robert BloinkBoth tax-preferred plans do their stated jobs well, but Roth IRAs have an added value to pay for college expenses.
June 07, 2019
College Is Worth the Rising Costs: NY FedA New York Fed report shows that a college education delivers a higher rate of return than stocks or bonds.
June 06, 2019
Bill Aims to Reduce Role of Money in College AdmissionsSen. Ron Wyden's College Admissions Fairness Act targets the tax deductibility of family donations to colleges.
June 05, 2019
Coming Soon: New Documents for College Financial Aid OffersBut college financial aid administrators have some issues with the DOE's proposed College Financial Plan document.
June 04, 2019
LGBTQ2 Millennials Pessimistic About Financial StabilityThey are likely to have high debt and low savings and worry about workplace discrimination, TD Bank finds.
June 04, 2019
College Is Even More Expensive Than You ThinkBut tuition and fees aren't the reason, according to a New York Fed report.
June 03, 2019
How Sen. Warren's Student Debt Cancellation Plan Would Affect First-Time HomebuyersAspiring homebuyers would get 3-year leg up on saving for a full down payment, a Redfin analysis shows.
May 29, 2019
Direct-Sold 529 Plans Coming to Advisor Market: MorningstarThese plans, which have lower fees than advisor-sold 529 plans, are becoming more available as advisors shift away from commissions.