529 plans

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

How advisers focus too much on investments.

How advisers focus too much on investments.

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

Understanding pro-rata rules can ensure that a client only pays their fair share to the government. Plus, these retirement preparations can boost returns and a look at when spending means better planning.

Assets in college savings plans named for an obscure section of the tax code hit a record this summer, totaling $266.2 billion, up 5.1% year-over-year.

This investing move is applicable whenever market conditions call for it. Plus, a deduction that may take some of the bite out of student loans.