College savings plans

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

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

A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.

Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.

Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.

Why these are more inviting under the new tax law.

Why these are more inviting under the new tax law.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

Advisors say it’s never too early to start saving for college.

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.

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

Surprise riches can help clients as much as hurt them. 

Assets in college savings plans named for an obscure section of the tax code hit a record this summer, totaling $266.2 billion, up 5.1% year-over-year.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

Advisors who apply debt-management and cash-flow projection skills to the repayment of student loans can save clients tens of thousands of dollars (and build loyalty, too).

Rocketing education costs and loan debt are giving advisors a great opportunity to help clients navigate the college-planning maze.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.