Results for "college savings"

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Obama backs off 529 college savings plan proposal

January 28, 2015

President Barack Obama is dropping his proposal to tax the earnings on college savings accounts, responding to criticism of an idea the White House announced 11 days ago. A White House official, speaking on condition of anonymity, said the issue...

The latest CFA test scores send 56% back to square one

January 28, 2015

While some New Yorkers were shoveling out on Tuesday, a lot of Wall Street-wannabees were sweating over the results of the December CFA tests, which showed that only 44% of test takers passed. Cheer up, less than 20% of candidates pass all three...

What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

January 28, 2015

President Barack Obama's brief attempt to tax 529 college savings plans has inadvertently reminded some financial advisers that government promises can often be temporary, and planning should be approached accordingly. While Mr. Obama dropped...

Global bankers are painting the Fed into a corner

January 26, 2015

Global easing by central bankers makes it harder for the U.S. Fed to stick with its promise of hiking rates this year. Caught between a rock and a hard place and a strong dollar and falling commodity prices Greece makes a move toward ending...

Little incentive to use 529 plans under Obama proposal

January 21, 2015

The way Americans save money to send their children to college would likely change under proposals President Barack Obama alluded to in his State of the Union address Tuesday. The tax benefits of the nation's 529 college savings plans and Coverdell...

Should your clients use prepaid college tuition plans?

January 13, 2015

With more than a dozen Midwestern liberal arts schools recently joining the Private College 529 Plan, the nation's only prepaid college tuition plan sponsored by private schools, advisers need to weigh the pros and cons of using such plans....

ETFs losing their luster in 529 college savings plans

December 10, 2014

Interest in offering exchange-traded funds within 529 college savings plans seems to be petering out because the benefits of them fall short when they are held within these tax-advantaged accounts, according to a consultant. Over the past year,...

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

December 2, 2014

What better holiday present to offer future generations than the gift of higher education? With the holidays approaching, and as financial advisers begin working on end-of-year planning with their clients, now is the absolute best time for them...

Integrate college, retirement plans

November 30, 2014

Since September, I have been in front of at least $5 million of potential new assets under management almost every week. How? I help parents determine their best strategy to pay for college and save for retirement. I focus on four key areas:...

The latest 529 plan data

November 9, 2014

Rank State Program Name Program Manager Assets (in $M) 1 VA CollegeAmerica American Funds $47,551 2 NY New York's College Savings Program (Direct) Ascensus College Savings $16,012 3 NV The Vanguard 529 Savings Plan Ascensus College Savings $10,418...

Morningstar releases new 529 college savings plan ratings

October 22, 2014

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...

SavingforCollege’s Stack: This is not your father’s 529 plan

September 30, 2014

Advisers need to learn to maximize the value of 529 plans, according to Chris Stack, managing consultant at SavingforCollege.com. But can college savings accounts be more than small-ticket items for advisers and their clients?

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

September 21, 2014

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. The expected family contribution is determined by submitting one or both...

Student loans imperil parents' retirement

September 16, 2014

As student loan balances continue to rise, advisers have a warning for clients who are inclined to help by cosigning or taking out a loan on the behalf of a child: When you borrow, you imperil your retirement. Take it from Larry Rosenthal, president...

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

September 9, 2014

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...

How advisers can help solve the student loan crisis

September 8, 2014

With student loan debt officially reaching the trillions, the U.S. Executive Branch, the Consumer Financial Protection Bureau and the general public are worried about the effect of this massive debt on the American economy — and they should...

Advisers weigh college costs for clients' children

September 7, 2014

This is the second in an occasional series looking at the student loan crisis and the role advisers play in navigating it. College planning today is much less about doing everything to make sure students attend their dream schools and a lot...

Morgan Stanley bets big on stocks

September 2, 2014

Morgan Stanley gets ultra-bullish, says the S&P's 200% climb off the bottom is just the beginning. S&P at 3,000 is possible Millennials are losing ground in retirement planning by living in the moment. Financial advisers have their work cut...

Top adviser-sold 529 college plans

August 25, 2014

SavingforCollege.com 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....

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