College Savings

  1. All
  2. Articles

Watch breaking news videos and read news updates about College Savings on

  1. Articles

    ETFs losing their luster in 529 college savings plans

    New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.

  2. Articles

    The season of giving is the perfect time for 529 college savings plans

    As financial advisers begin working on end-of-year planning with their clients, now is the time to talk about college investing.

  1. Articles

    Integrate college, retirement plans

    Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.

  2. Articles

    The latest 529 plan data

    529 plans ranked by 2Q2014 assets, including both direct-sold and adviser-sold plans.

  3. Photo Galleries

    Morningstar releases new 529 college savings plan ratings

    The college year now in full swing, Morningstar Inc. has released its ratings of top Section 529 savings plans based on expected risk-adjusted performance into the future. With total assets in the savings vehicles reaching $214 billion as of Sept. 30, up 18% from last year, advisers are taking ...

  4. Articles

    When it's OK to save in a child's name

    Need-based college aid eligibility is determined by the following formula: A college's cost of attendance - the expected family contribution = need-based aid eligibility.

  5. Articles

    Student loans imperil parents' retirement

    Borrowing or cosigning for a child could mean debts too hard to get out from under

  6. Articles

    College savings in 529 plans hit record high. Find out how the numbers break down.

    The amount Americans are setting aside to pay for college is on the rise so far in 2014, with assets in Section 529 college savings plans reaching a record $244 billion at the end June, according to data released Tuesday by the College Savings Plans Network. Assets in the plans increased 7.7% over

  7. Articles

    How advisers can help solve the student loan crisis

    Young professionals require holistic financial planning that considers all assets and liabilities.

  8. Articles

    Advisers weigh college costs for clients' children

    Serving as objective third parties in college planning discussions for clients and their children is a new responsibility.

  9. Articles

    Morgan Stanley bets big on stocks

    Breakfast with Benjamin covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.

  10. Photo Galleries

    Top adviser-sold 529 college plans recently ranked the top adviser-sold Section 529 college savings plans based on their five-year performance. Each plan's composite ranking is based on the average of its percentile ranking in seven asset allocation categories. It includes calculation of the maximum sales ...

  11. Articles

    The big changes to how Americans pay for college

    The big changes to how Americans pay for college

  12. Articles

    Volatility looks cheap and risky

    Breakfast with Benjamin: Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.

  13. Photo Galleries

    7 ways to help clients tackle student loans

    Advisers have a tough task in helping young clients prioritize money outlays, with goals of paying off student debt potentially competing with buying a home and saving for retirement. These tips address the core considerations of planning for clients with significant student loan obligations. ...