Education/529 - FA Magazine

Education/529

Tuesday, 31 August 2010
More financial advisors are being asked by affluent clients to help with a job that used to be for parents alone: finding the right college for their children.

Advisors More Involved In Clients’ College Prep Plans

Thursday, 26 August 2010
A Fidelity study found that a growing number of financial advisors are providing a wider range of services to help their clients’ kids go to college.

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Roth IRA Conversions And College Planning

By Troy Onink and Bernard Whalen - Tuesday, 06 July 2010
Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.

The Healing Of 529 Plans

By Marla Brill, June 2010 issue
Conservative investments and lower fees are attracting new clients.

The Healing Of 529 Plans

By Marla Brill - Tuesday, 29 June 2010

Conservative investments and lower fees are attracting new clients.

The College Game

By David M. Dalton and Megan R. Dalton, June 2010 issue
Affluent families can take advantage of IRS rules to help make college expenses more affordable.

Congress Considers Wider 529 Plan Access

Tuesday, 04 May 2010
Congress is considering legislation that would enable banks to directly offer FDIC-insured 529 college savings products.

Roth Conversions Could Affect College Financial Aid

Wednesday, 21 April 2010
Advisors are finding that clients anxious to take advantage of loosened rules on Roth IRAs aren't anticipating a possible consequence—losing financial aid for their college-age children.

More Colleges Ready To Lend To Students

Wednesday, 27 January 2010
Colleges aren't waiting for the U.S. Congress or the banks, and are instead becoming direct lenders to students to ensure loans are available this fall.

College Savings Market Poised For Growth

Monday, 18 January 2010
Financial advisors can benefit from the potentially enormous increase in college savings even if the best option for their clients is a low-cost direct sold 529 college savings plans.

529 Plans Offer SRI Options

Thursday, 07 January 2010
A number of 529 college savings plans are adding more socially responsible investment options to their line-ups.

Advisor Emporium

January 2010 issue
Advisor Emporium

Fees Drop On 529 Plans

Thursday, 03 December 2009
The battle for managing 529 college savings plans is back on the front burner, with providers turning on the heat by lowering fees.

OppenheimerFunds Settles 529 Plan Suit For $20 Million

Friday, 20 November 2009
OppenheimerFunds Inc. has reached a $20 million settlement on a lawsuit over heavy losses in Oregon's 529 college savings plan.

Recession Takes Toll On College Savings

Thursday, 17 September 2009
Parents of high school children say the amount of their kids' total college education costs that they can cover has dropped nearly 27% from last year, according to a Fidelity Investments survey.

Americans Face Savings Dilemma

Monday, 31 August 2009
Americans seem split on what to do about preparing for retirement and their children’s college education, according to a new survey.

Economy Impacting Education Decisions

Thursday, 13 August 2009
A college education has long been considered a pillar of the American Dream, but the recession has caused some people to wake up to a new reality regarding post-secondary education.

CFP Board Proposes Addition To Education Standards

Tuesday, 11 August 2009
The Certified Financial Planner Board of Standards Inc. wants to put theory into practice with its proposal to add a financial plan development course to its educational standards.

College Savers In Retreat

By Raymond Fazzi, July 2009 issue
New 529 plan sales are down in the wake of the market collapse, while plan participants retreat to ultraconservative options.

Recession Changing Affluent Behavior

Monday, 22 June 2009
U.S. economic woes and stock market volatility have prompted changes in the investment and social behaviors of high-net-worth Americans, says a new survey of CPA financial advisors.


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