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Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.
July 26 -
Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.
April 10 -
Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.
April 8 -
A typical Social Security payment is likely to cover basic costs in these areas.
November 7 -
Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.
October 1 -
Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.
October 1 -
Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.
October 1 -
Why these are more inviting under the new tax law.
September 11 -
Why these are more inviting under the new tax law.
September 6 -
Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.
August 17