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Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.
March 5 -
A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.
February 28 -
Advisors say it’s never too early to start saving for college.
December 11 -
While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.
December 6 -
Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.
December 5 -
For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.
October 31 -
Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.
October 20 -
Thinking outside the box may help the budding advisor survive the lean early years.
October 13 -
Advisors' best strategies for dealing with college loans.
September 20 -
Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.
August 1 -
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.
March 23 -
HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.
March 21 -
85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.
March 1 -
Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.
February 28 -
There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.
February 15 -
Surprise riches can help clients as much as hurt them.
December 21 -
Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.
November 7 -
Although parents need to save for their child's education, they should make retirement saving their top priority.
September 7 -
Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.
June 15 -
The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.
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