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.
April 20, 2023
New Bill Allows 529 Plans to Be Tapped for CFP, CPA ExamsThe bill would allow use of college savings plan money to pay for maintaining postsecondary credentials.
April 19, 2023
Can Your Clients Tap an IRA to Pay for College?Some taxpayers may be able to access their IRA savings to cover higher education costs without penalty.
April 06, 2023
17 Worst-Paying College Majors: 2023Education majors are still getting the short end of the stick, but they're not the only ones.
March 17, 2023
9 Strategies for Clients Stuck in Student-Debt Limbo: Advisors' AdviceWhat's the best approach on college loans as the Supreme Court considers President Biden's student debt relief plan?
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.
March 02, 2023
17 Best-Paying College Majors: 2023These fields of study lead to earnings above the national median, according to the New York Fed.
February 27, 2023
Financial Well-Being Requires More Than One Dose: New StudyExposing college students to a financial skills course has only modest impact on measurable financial outcomes, researchers found.
February 24, 2023
Debate: Will 529-to-Roth IRA Rollovers Boost College Savings?Our tax experts discuss the new Secure 2.0 rules allowing taxpayers allowing rollovers of unused 529 plan funds.
February 23, 2023
8 U.S. Universities With the Most Ultra-Wealthy GradsMore than a third of U.S. residents with $100 million or more went to one of these schools.
February 22, 2023
8 Ways Secure 2.0 Act Affects Retirement PlansSecure Act 2.0 has an incredible 92 different provisions. Here are eight of the most important ones to know.