College savings plans

A slideshow of education-related tax opportunities

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

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.

Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills.

The vast majority of Americans cannot afford to send their children to college, finds Edward Jones' fourth annual 529 Plan Awareness Survey. Here's how to help your clients.

Increased longevity and the fact that those belonging to the Greatest Generation married at a young age are two reasons for the increase in dual-generation retirements; Plus, the reason why parents shouldn't be too generous with their children's college education funds.

Your affluent clients may think they can just write a check to cover college costs. They're probably wrong. Here are a few issues that parents (and grandparents) should consider.

Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.

Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No

A 529 owned by a grandparent doesn’t count as an asset on the standard financial aid form but planning is necessary to avoid an aid reduction when money is withdrawn to pay college bills.

Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.

In the wake of this week's landmark gay rights decision from the Supreme Court, financial advisors have as many questions as answers for their same-sex clients about how the ruling with impact their wealth management, tax and estate planning.

As Congress reconsiders various tax breaks it voted into existence (home mortgage deductions, etc.), could 529s come in for increased scrutiny and possible elimination?

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?