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Nitty-gritty of claiming college tax credits
With the $2,500 American Opportunity Tax Credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. But claiming it requires coordination with distributions from 529s and education savings accounts.
Some 529 college savings plan fees likely hit bottom
After demanding a reduction in administrative and investment costs, some states are now offering plans with such low fees that they are barely profitable for managers, one expert says.
College saving programs make changes as assets continue to rise
College savings plans continue to be popular with investors, and sponsors of the nearly 100 different Section 529 plans offered in the U.S. are tweaking fees and other features to attract assets.
A new way to benchmark Section 529 plans
Financial advisers soon will have a new way of evaluating the performance of college savings plans by comparing them with indexes that Morningstar Inc. plans to introduce in late December.
Four keys to choosing a 529 plan portfolio
Choosing a Section 529 college savings plan without examining its investments is like buying a car without looking under the hood or taking a test drive.
Seeking help for college
More American families are asking financial advisers for help saving for college, and nearly all those families have accumulated much more toward their goal than the typical family, according to a Fidelity Investments survey.
Corporate 529 plans may be revenue source
Financial advisers with some expertise in college planning may want to consider helping companies set up Section 529 college savings plans for their employees.
More Americans rely on advisers when forming college savings plans
A new Fidelity survey finds more parents are relying on their advisers to help when they make college savings decisions. What's behind this increase in advice-seeking?
How should alts fit into college savings plans?
Advisers should prioritize investment mix and flexibility when pondering which college savings plans are right for clients, according to J.P. Morgan Asset Management, which runs New York's adviser-sold college savings plan.
College savings assets soar to $180B
Stock market gains account for much of the rise but advisers doing their part too.
N.M. offers alternatives in 529 plan
OppenheimerFunds Inc. has changed its New Mexico 529 college savings plan to include alternative investments and access to some of the firm's most popular funds within the tax-advantaged savings vehicle.
OppenheimerFunds adds popular funds, alternatives to college savings plan
New Mexico 529 gets a revamp; changes include commodities, real estate and special minerals funds.
Upper-classmen? Study shows colleges taking from the poor, giving to the rich
In what is being called a 'dramatic shift,' colleges are offering generous financial aid packages to wealthier students and shortchanging poorer ones. | The Road to Tuition States with the best 529s
More families add to 529 plans
The nation's $1 trillion student debt problem may have a silver lining: More families seem to be socking away cash in tax-free accounts for college expenses.
Life insurance a lifesaver for college?
Parents worried about how they will afford the soaring cost of college for their children are being steered by some financial advisers in a surprising direction: life insurance. Life insurance that carries a cash balance that can be pulled out and used to pay for higher education offers tax
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February 27, 2014