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.
Fund Provider Gives American Boomer College Savers A "D"
By Trevor ThomasExperts report that boomer families are increasingly recognizing 529 college savings plans as a flexible and valuable medium for funding their children's higher education. A ...
March 01, 2008
Behind Every Successful Man . . .Ian Yankwitt had an interest in investments from his college days and before being seduced by the law, figured he'd go to work in finance....
February 20, 2008
Firm Identifies Low-Cost 529 PlansThe least expensive 529 college savings plans available nationwide are offered by Ohio, Illinois and North Carolina, a research firm reports.The study by Savingforcollege.com LLC, ...
February 01, 2008
The advantages of common groundIsaac Asimov, the great science fiction writer and political philosopher, reasoned that "all things being equal, we root for our own sex, our own culture, and our own locality."
February 01, 2008
Group ThinkThe Government Accountability Office (GAO) recently told the SEC to beef up its oversight of self-regulatory organizations (SROs). The GAO wants the securities regulator to...
January 31, 2008
The advantages of common groundIsaac Asimov, the great science fiction writer and political philosopher, reasoned that "all things being equal, we root for our own sex, our own culture, and our own locality."
January 18, 2008
IRS: Stop Using 529 Plans To Evade Gift TaxThe Internal Revenue Service wants to limit taxpayers' ability to make creative use of college savings program tax breaks.The IRS is getting ready to write ...
January 01, 2008
Earning by LearningWachovia Securities was all set to pull the plug and suspend a financial advisor's license last year. The FA's bad behavior? Putting off taking continuing education...