529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
How to Talk With Clients About Saving for a Disability
By Rachel RamosDevelopmental Disabilities Awareness Month is a reminder that many physical and mental disabilities are not visible.
December 18, 2024
UConn’s Endowment Abandons Hedge Funds for New Kind of ETFThe increasingly popular exchange-traded funds use options to protect against losses while capping upside gains,
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 21, 2024
Know These New Retirement Planning Rules for 2024 and BeyondNew Secure 2.0 rules affecting RMDs, catch-up contributions and more take effect in 2024 and 2025.
November 21, 2024
15 Best Colleges for a Finance DegreeUndergraduate finance degrees from these schools can yield high earnings at a relatively low cost, Degreechoices finds.
November 15, 2024
A Better Way to Coach Clients (and Their Children) Through College EnrollmentThe pressures of planning for higher education costs can trigger less-than-rational decision making.
November 04, 2024
20 Best-Paying Jobs for College Business Majors: 2024This popular course of study prepares graduates for a variety of potentially lucrative career tracks.