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.
Direct-Sold 529 Plans Coming to Advisor Market: Morningstar
By Juliette FairleyThese plans, which have lower fees than advisor-sold 529 plans, are becoming more available as advisors shift away from commissions.
May 23, 2019
Education Department Announces New Lower Student Loan RatesThey represent the first drop in three years.
May 23, 2019
House Passes Secure Act Retirement BillA provision affecting 529 plan accounts was stripped from the bill before the vote.
May 21, 2019
Surprise! A Dramatic Tax Increase for College Students on ScholarshipA correction of this unintended consequence of the 2017 tax cut bill is included the Secure Act, up for a vote this week.
May 17, 2019
12 Worst US Cities to Start a CareerWalletHub ranked 182 cities on factors like cost of living, commuter friendliness and the number of job openings.
May 16, 2019
12 Best US Cities to Start a CareerWalletHub scored 182 cities based on quality of life and career opportunities.
May 16, 2019
United Capital Sale to Goldman Heralds Tougher Field for RIAsCEO Joe Duran and industry watchers talked to ThinkAdvisor about several trends in the highly competitive RIA business.
May 16, 2019
Want to Attract Young Workers? Help Them With Student DebtAICPA research finds millennials value loan debt assistance over most other benefits.