Beyond Bulls & Bears

Advisors’ top 529 questions, answered
College Savings

Advisors’ top 529 questions, answered

Our recent 529 Month webinar focused on how 529 plans are used, the impact on federal financial aid, and expanded uses. Here are some of the leading topics discussed.

Reasons why a grandparent-owned 529 may make sense
College Savings

Reasons why a grandparent-owned 529 may make sense

A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.

Decision made: Why 529 plans are a popular choice for education savings
College Savings

Decision made: Why 529 plans are a popular choice for education savings

For families saving for college, 529 plans remain popular. Our Bill Cass shares some key facts about 529 plans.

Consider a reset of college savings with a 529 plan
College Savings

Consider a reset of college savings with a 529 plan

Understanding the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts. Our Wealth Planning Director Bill Cass highlights several reasons to consider this strategy.

SECURE 2.0 creates new backdoor Roth opportunity
Legislation

SECURE 2.0 creates new backdoor Roth opportunity

Here’s a look at how a new legislative provision may be an opportunity to help jump-start retirement savings for children while saving for college at the same time.

The new FAFSA: What every advisor, parent and student should know
College Savings

The new FAFSA: What every advisor, parent and student should know

Recent legislative changes will impact the student financial aid process and could create stress and confusion. Dr. Peter Mazareas, author, college financing expert and Co-Founder of Invite Education, shares some need-to-know information for parents, students, and financial advisors.