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.
August 10, 2023
Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest PartnershipThe UNest FinPro program offers advisors access to a dedicated service team, educational webinars and more.
August 07, 2023
Don't Overlook Roth IRAs for Children and GrandchildrenRoth IRAs are particularly attractive for younger savers because of the potential for significant tax-free growth.
July 31, 2023
FPA Joins New Coalition to Back 529 Plan BillThe Tomorrow's Workforce Coalition is championing legislation that allows 529 plan funds to be used to cover the costs of maintaining professional credentials.
July 28, 2023
Debate: Is Restarting Student Loan Interest Accumulation a Good Idea?Our tax experts discuss President Biden's plan to restart student loan interest accumulation before the repayment freeze ends.
July 20, 2023
MOVEit Data Breach Hits 30 Colleges via TIAA, Other VendorsThe Teachers Insurance and Annuity Association of America's vendor, PBI Research, used the software and experienced a "cybersecurity incident."
July 19, 2023
Insurance and Annuity Plans Need FlexibilityLife and annuity industry veteran Paul Wetmore recommends some strategies that can adjust as clients' lives do.
July 14, 2023
Biden to Forgive $39B in Student DebtThe plan comes as the administration pursues alternatives to a $400 billion plan rejected by the Supreme Court.
July 13, 2023
10 'Nerdy' Facts About 529 College Savings PlansUsing 529 plans can become surprisingly complex, especially when planning for multiple potential students, Jeffrey Levine says.
July 05, 2023
Supreme Court Nixes Biden's Loan Forgiveness Plan: What's Next for Borrowers?Clients with student loan debt should, for now, plan on restarting payments in October.
June 30, 2023
Supreme Court Throws Out Biden's Student-Loan Relief PlanStudent loan payments are set to resume in late August after a three-year pause.