Results for "college savings"

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Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

November 4, 2019

Presidential hopeful Elizabeth Warren would partially fund her Medicare for All health care proposal — a key part of her campaign platform — through 401(k) savers, sparking a backlash from both industry trade groups and financial advisers....

Charles Schwab's daughter focuses on financial literacy

October 29, 2019

Just as her father, Charles Schwab, set out to bring investing to average Americans, Carrie Schwab- Pomerantz is dedicated to making financial education and understanding attainable for all. "The lack of financial literacy cuts across Americans...

Fidelity cuts fees on college savings plans

October 8, 2019

Fidelity Investments cut fees for the majority of its college savings plans as it launched portfolios that combine active and passive money management. The lower fees on 15 of 22 plans will save investors more than $4 million a year, Fidelity...

529 savings plans are not just for college anymore

September 7, 2019

The nation's most widely used investment vehicle for paying for college is also becoming popular as an estate planning tool and for financing other non-college-related costs thanks to recent tax changes and some creative financial thinking....

Does Democrats' call for free college put the need for 529 plans in limbo?

September 7, 2019

Soaring college costs and burgeoning student loan debt have been major issues on the campaign trail for Democratic presidential candidates. Several have put forward plans that would make all or part of a college education free. Others have asserted...

More US parents expect their children to help pay for college

July 29, 2019

When parents take their children out to dinner, more often than not it's expected that Mom or Dad will pick up the tab; when it comes to college, it's a trickier question. (More:​ College costs can sink parents, too) A survey of U.S. parents...

What advisers need to know about working with student loan debt

July 9, 2019

The issue of student debt isn't going away. Congress has introduced multiple bills addressing student loans, and early leaders in the Democratic primary race have made student debt a campaign cornerstone. It's also an increasing part of how...

Advisers step up efforts to help clients manage student loan debt

June 25, 2019

While many of the Democrats running for president are proposing new ways to shift the cost of college onto taxpayers, some financial advisers are focused on helping their clients to better understand and manage the financial burdens of higher...

Bernie Sanders to propose financial transactions tax to pay off student debt

June 24, 2019

Democratic presidential hopeful Bernie Sanders will propose canceling the nation's outstanding $1.6 trillion of student debt and offsetting the cost with a tax on Wall Street transactions. The Vermont senator will propose legislation Monday...

Senate tries to put SECURE retirement bill on fast track

May 31, 2019

Legislation that would bring about the biggest reforms in retirement policy in more than a decade could be headed toward quick passage in the Senate. Shortly after the bill — the Setting Every Community Up for Retirement Enhancement Act —...

Study: Fees down, quality up in 529 plans

May 29, 2019

The quality of investments available through 529 education saving plans continues to improve, according to an annual study by Morningstar, which noted the need for plans to continually review and upgrade their lineups to remain competitive....

Finra bars former TD Ameritrade broker over expenses inquiry

May 20, 2019

The Financial Industry Regulatory Authority Inc. has barred William Poynter, a former registered representative with TD Ameritrade, for failing to provide documents and for refusing to appear at a hearing looking into his handling of expense...

Warren proposes canceling student debt for millions

April 22, 2019

Democratic presidential candidate Elizabeth Warren proposed eliminating student-loan debt for an estimated 42 million Americans with a wealth tax, seeking to show young voters she would ease one of their biggest economic burdens. The plan would...

Help parents plan early, realistically around their kids' college costs

April 13, 2019

The price of college and the burden of student loan debt is frequently cited as a barrier to young people's efforts to buy a home, marry and start a family. What receives less attention is the impact that paying for college can have on parents,...

College costs can sink parents, too

April 6, 2019

Beth Greulich, financial adviser at Abacus Wealth Partners, has seen parents' joy at having their child accepted to Brown University or the University of Southern California quickly turn to anxiety. "Our child is in ecstasy, but where is the...

Washington wants to ease student loan burden

April 6, 2019

One thing the Trump administration and Congress can agree on is the need to ease the burden of student loans. In March, the White House said one of its goals in reforming the Higher Education Act was to establish "commonsense limits on federal...

House committee unanimously approves sweeping retirement bill

April 2, 2019

The House Ways and Means Committee unanimously approved sweeping legislation Tuesday to increase retirement savings. The bill would make it easier for small businesses to band together to offer retirement plans to their employees, provide legal...

The college admissions scandal and the unwarranted reputation of top-tier schools

March 15, 2019

The college cheating scandal reawakened a slow-burning anger I've battled for years. I was lucky. I grew up in a household with two parents who loved me. Neither were high school graduates. When my father got out of the Navy at the age of 38,...

Advisers see college admissions scandal as tip of the iceberg

March 13, 2019

The college admissions scandal in which dozens of wealthy parents are accused of various forms of cheating and bribery to get their children into elite universities is generally viewed as outrageous but not surprising by the financial planning...

Former Pimco CEO charged in college admissions bribery scheme

March 12, 2019

Former chief executive of Pacific Investment Management Co. Douglas Hodge was one of dozens charged Tuesday in criminal conspiracy to help win admission to elite universities. According to an indictment filed by federal prosecutors, Mr. Hodge...

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