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Planning for College

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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, and the colleges (and college majors) that deliver the most value.

News Coverage

Can Roth IRAs Match 529 Plans for College Savings Benefits?

William H. Byrnes | Robert Bloink | June 12, 2019

Both tax-preferred plans do their stated jobs well, but Roth IRAs have an added value to pay for college expenses.

20 Best Paying College Majors (That Aren't Engineering): 2019

Ronald Pechtimaldjian | June 19, 2019

ThinkAdvisor's spin on the best paying college majors from PayScale's College Salary Report.

How Employers Are Addressing the Student Debt Explosion

Bernice Napach | September 23, 2019

A growing number of companies are helping borrowers repay their student loans.

Fidelity Cuts Fees on 529 Plans and Launches Some New Ones

Bernice Napach | October 08, 2019

The eight new blended portfolios include active and passive investments.

529 Plans, HSAs Gaining Ground: Ascensus

Jeff Berman | September 04, 2019

A report looks at how savings strategies are evolving as college and health care costs rise.

The 529 Plan v. Retirement Account Smackdown

Michael Jay Markey Jr. | September 05, 2019

Is it a good idea to use a retirement plan to pay for kids' education? Sometimes. Is it ethical? Of course it is!

Top 10 Tax Facts for 529 Savings Plans in 2019

Robert Bloink | William H. Byrnes | March 18, 2019

Many clients are somewhat confused by 529 plans, and Trump's tax reform law added to that confusion.

FINRA Releases FAQ on 529 Plan Share Class Initiative, Extends Compliance Deadlines

Melanie Waddell | March 06, 2019

The regulator wants to allow firms sufficient time to consider the new guidance on its self-reporting program.

Top 20 Colleges Worth the Cost: Princeton Review

Bernice Napach | February 06, 2018

Don't let the steep sticker prices of many of these schools scare you; they offer generous financial aid and good career prospects.

Top 20 Colleges Worth the Cost: Princeton Review

Bernice Napach | February 06, 2018

Don't let the steep sticker prices of many of these schools scare you; they offer generous financial aid and good career prospects.

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