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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.
Regulator pushes for more fee disclosure from 529 college savings plans
Federal regulators next year will begin collecting additional data from the underwriters of 529 college savings plans, but the information won't immediately be made public. The Municipal Securities Rulemaking Board will collect the first batch of information from the nation's 529 plans by Aug. 30,
529 college savings plans graduate
Like the customers they are designed for, college savings plans are growing up. The largest 529 plans had $193 billion as of Nov. 30, according to new research by Morningstar Inc. for 63 plans that represent 98% of the market. That is up from $166 billion in 2012, when plan assets grew by 25%. The
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.
Morningstar to launch indexes to track college savings plans
Yardsticks for conservative, moderate and aggressive investment paths for seven different age-based portfolios on tap.
Wake up and seize the opportunity
It amazes me that the financial planning profession puts so little emphasis on understanding and delivering advice centered on saving and paying for college.
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.
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?
Corporate 529 plans could be new revenue source
Employees like when their employers offer 529 college savings plans but few companies do it even though the plans are not expensive to set up. Is there an opening here for advisers? Liz Skinner has the story.
Plan for college at each stage of a child's life
Financial decisions to be made at intervals along the path toward higher education.
Congress knocks student loan rates back down after brief spike
Bill to tie rates to the market passes both houses and moves on to Obama for signing.
Top broker-sold 529 plans
Connecticut Higher Education Trust Advisor College Savings Plan Percentile (Source: Savingforcollege.com ) (Broker sold plans. Includes sales charges. Lower percentile rating = higher score. Rankings derived using the plans relevant portfolio performance in seven unique asset allocation categories.
Alts key to de-risking 529 plans: J.P. Morgan
Alternative investments can diversify 529 plans, J.P. Morgan says. Try finding plans that offer them, though.
States with the best-performing 529s
T. Rowe Price College Savings Plan Percentile* (Source: Savingforcollege.com ) (* One-year performance. Ranking base on comparison of the reported investment performance of a subset of portfolios from each 529 savings plan. The lower the percentile, the higher the ranking. Data as of
Explore your opportunities and be informed for your next move.
February 27, 2014