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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
Little incentive to use 529 plans under Obama proposal
College planning would change under president's reforms to education tax code.
Should your clients use prepaid college tuition plans?
As more schools sign on, guarantees and tuition cost savings attract account holders.
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.
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.
Integrate college, retirement plans
Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.
The latest 529 plan data
529 plans ranked by 2Q2014 assets, including both direct-sold and adviser-sold plans.
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 ...
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.
Student loans imperil parents' retirement
Borrowing or cosigning for a child could mean debts too hard to get out from under
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