College planning

Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.

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.

A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

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.

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

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

There are attractive hedges against rising college tuition costs. But, not every student will benefit.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.

Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.

A typical Social Security payment is likely to cover basic costs in these areas.

Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.

Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

Why these are more inviting under the new tax law.

Why these are more inviting under the new tax law.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.