College Savings

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  1. Articles

    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.

  2. Articles

    Obama backs off 529 college savings plan proposal

    Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education

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    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.

  2. Articles

    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

  3. Articles

    Little incentive to use 529 plans under Obama proposal

    College planning would change under president's reforms to education tax code.

  4. Articles

    Should your clients use prepaid college tuition plans?

    As more schools sign on, guarantees and tuition cost savings attract account holders.

  5. 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.

  6. 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.

  7. Articles

    Integrate college, retirement plans

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

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    The latest 529 plan data

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

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    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 ...

  10. 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.

  11. Articles

    Student loans imperil parents' retirement

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

  12. 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

  13. Articles

    How advisers can help solve the student loan crisis

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