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.
529-to-Roth Rollovers: What We Still Don't Know
By Robert Bloink | William H. ByrnesClients and advisors would be wise to tread carefully until the IRS provides more clarity.
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.
November 08, 2023
17 Best 529 College Savings Plans: MorningstarThe overall quality of these tax-friendly college savings vehicles is rising, analysts find.
November 03, 2023
Without a Plan, Family Wealth Discussions Can Be Stressful: SurveyThe conversations, often spontaneous, can expose generational rifts, Merrill finds.
October 19, 2023
20 Universities With the Most Ultra-Wealthy GradsA fifth of people with more than $100 million attended these schools, according to Henley & Partners.
September 25, 2023
15 Business Schools Whose Grads Earn the MostEleven of these schools produce business graduates with median mid-career salaries in the six figures, PayScale reports.