529 plans

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.

Gauging any possible changes to their health insurance coverage is just one consideration they must address before they retire.

The spike in the number of older employees in the workplace reflects a trend over the past decade.

Make sure not to confuse it with the SEC’s self-reporting program.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

"Keep records and watch the statute of limitations. The usual IRS statute of limitations is three years after you file your tax return," an expert writes.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”