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The tax risks of clients' overfunding their 529 savings plans
Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
How to help clients invest for college without sacrificing retirement
Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.
Schwab sweetens 529 plans, cutting fees for active and passive portfolios
The firm cuts prices for some active and passive college savings plans by 20% to 45%.
Saving for college got tougher last year
Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.
Senate Finance Committee OKs changes to college savings plans
Legislation loosening the rules around Section 529 college savings plans is poised to advance through a key Senate committee Wednesday.The Senate Finance Committee is set to approve a measure that contains three changes that the House of Representatives passed earlier this year by a wide margin.
Parent PLUS loans and student loan cosigning: Just say no
Snares abound for parents who are eager to take on additional debt in the name of sending their children to their dream school.
Interest rate increases: A boon for senior savers and a disaster for variable-rate borrowers
Don't forget that a spike in rates will hurt ARM mortgages, HELOCs and variable-rate student loans.
Factors to consider when choosing a 529 college savings plan
Certain nuances of Section 529 college savings plans should be considered when looking for an investment plan that will grow enough to pay for the increasing costs of college. Advisers should begin with an analysis of the cost of the plan, including all the fees that cover program administration as
Hospital stocks ride a wave of potential insurance subsidies
Breakfast with Benjamin: Hospital-stock rally sparked by high court's Obamacare debate. Plus: The dollar continues to soar; how to follow the big money; and bailing out college debt is a bad investment.
529 benefits go beyond college savings
Advisers should discuss additional advantages, including estate planning, to help clients make good decisions and build the relationship.
House approves bill easing 529 plan rules
Families may get to pay for computers again with these popular college savings accounts.
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.
Obama backs off 529 college savings plan proposal
Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
The latest CFA test scores send 56% back to square one
On today's Breakfast with Benjamin, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.
Global bankers are painting the Fed into a corner
Breakfast with Benjamin features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money