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Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.
June 20 -
The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.
June 3 -
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).
March 21 -
Rocketing education costs and loan debt are giving advisors a great opportunity to help clients navigate the college-planning maze.
February 25 -
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.
November 2 -
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
October 25 -
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
October 25 -
A slideshow of education-related tax opportunities
September 28 -
Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.
September 21 -
Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans.
August 12