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University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.
January 26 -
In the first wave of cases under the regulator’s self-reporting initiative, it garnered more than $2.7 million in payments of restitution plus interest.
December 30 -
A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.
December 29 -
While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.
October 5 -
It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.
August 31Proquility Private Wealth Partners -
The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.
July 28 -
Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.
June 2 -
Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.
May 12 -
Gauging any possible changes to their health insurance coverage is just one consideration they must address before they retire.
April 17 -
The spike in the number of older employees in the workplace reflects a trend over the past decade.
February 18