The 529 College Savings Option Just Got Better

RELATED CONTENT

Overview of the Pension Protection Act of 2006

This new law is massive and contains a number of provisions that may significantly affect your clients' retirement strategies. Here is a review of the major sections and revisions.

5 Talking Points to Recharge Your College Planning Advice

Now that the Pension Protection Act has permanently extended the tax breaks provided by 529 plans, it's time to educate parents (again) about saving for college tax-free. These key points demand everyone's attention.

Know the Rules for Education Funding

With tuition costs continuing to escalate, you need a grasp of the full complement of financing options and tax considerations to counsel clients on college funding. Here's a review of the latest rules and information you need to know.

College Savings Options for Grandparents

College planning and back-to-school issues are on the minds of many clients and their families in the autumn. One group to target is grandparents, who probably need guidance on a number of different gifting, estate, and college savings issues. It's a great topic for a newsletter or fall seminar—or simply as a conversation starter with older prospects and clients.