College Planning/529 Plans

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Advisors More Involved In Clients' College Prep Plans


A Fidelity study found that a growing number of financial advisors are providing a wider range of services to help their clients' kids go to college.

Roth IRA Conversions And College Planning

by Troy Onink and Bernard Whalen

Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.

The College Game

by David M. Dalton and Megan R. Dalton

Affluent families can take advantage of IRS rules to help make college expenses more affordable.

The Healing Of 529 Plans

by Marla Brill

Conservative investments and lower fees are attracting new clients.

Congress Considers Wider 529 Plan Access

Congress is considering legislation that would enable banks to directly offer FDIC-insured 529 college savings products.

Roth Conversions Could Affect College Financial Aid

Advisors are finding that clients anxious to take advantage of loosened rules on Roth IRAs aren't anticipating a possible consequence-losing financial aid for their college-age children.

More Colleges Ready To Lend To Students

Colleges aren't waiting for the U.S. Congress or the banks, and are instead becoming direct lenders to students to ensure loans are available this fall.

College Savings Market Poised For Growth

Financial advisors can benefit from the potentially enormous increase in college savings even if the best option for their clients is a low-cost direct sold 529 college savings plans.

529 Plans Offer SRI Options

A number of 529 college savings plans are adding more socially responsible investment options to their line-ups.

Advisor Emporium

Advisor Emporium

Fees Drop On 529 Plans

The battle for managing 529 college savings plans is back on the front burner, with providers turning on the heat by lowering fees.

OppenheimerFunds Settles 529 Plan Suit For $20 Million


OppenheimerFunds Inc. has reached a $20 million settlement on a lawsuit over heavy losses in Oregon's 529 college savings plan.

Recession Takes Toll On College Savings


Parents of high school children say the amount of their kids'  total college education costs that they can cover has dropped nearly 27% from last year, according to a Fidelity Investments survey.

Americans Face Savings Dilemma


Americans seem split on what to do about preparing for retirement and their children's college education, according to a new survey.

Economy Impacting Education Decisions


A college education has long been considered a pillar of the American Dream, but the recession has caused some people to wake up to a new reality regarding post-secondary education.

CFP Board Proposes Addition To Education Standards


The Certified Financial Planner Board of Standards Inc. wants to put theory into practice with its proposal to add a financial plan development course to its educational standards.

College Savers In Retreat

by Raymond Fazzi

New 529 plan sales are down in the wake of the market collapse, while plan participants retreat to ultraconservative options.

Recession Changing Affluent Behavior


U.S. economic woes and stock market volatility have prompted changes in the investment and social behaviors of high-net-worth Americans, says a new survey of CPA financial advisors.

College Savings Won't Cover Costs, Survey Says


Most American parents have not reduced the amount they are saving for their children's college educations because of the recession, but most are considering cheaper schools, says a new survey. 

Working The Bond Market

by Marla Brill

Fund manager Andrew Stenwall says high-yield bonds are likely to outperform.

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