Many 529 plans offer target-date funds, which adjust their assets as the years go by, becoming more conservative as the beneficiary approaches college age. Withdrawals from a 529 savings plan can ...
College planning is exciting. It’s also an experience that requires planning. A college planning schedule can help guide you on what to do and when as you plan everything from visiting colleges, ...
She had some thoughts about this topic that helped me form a plan around college savings and investing based on my own personal situation. While I spoke with Rittershaus, she emphasized that she ...
Editor’s note: This is part one of a three-part series about college 529 savings ... one for each of my three children. But when it comes to picking a 529 plan and choosing the right mix of ...
But setting yourself up for financial success after college doesn't have to be complicated. CNBC Select spoke with certified financial planner Faron Daugs of Harrison Wallace Financial Group ...
Claire's expertise lies in corporate finance & accounting, mutual funds, retirement planning, and technical ... You can use your IRA to pay for college tuition even before you reach retirement ...
Parents can use various methods to save and plan for a child's college education. As college costs continue to rise, here are five strategies that experts recommend. A 529 college savings plan is ...
Tough questions, but lots of strategies, tools, vehicles, and planning you can do. But where do you start? What is the correct order of operations? What is the best way to help your client? In my ...
Do I have my skills together ... Savvy Ladies and a college affordability initiative through College Aid Pro. The Financial Planning Association, which also held a virtual event this week ...
Allison Autry For those whose parents can afford it, the perfect college dorm room can be curated ... I need to be able to do that for my daughter in four years,'" adds Wingerter, who works ...
As a financial planner, here's how I think about college savings and what we do to plan in my own family. 529 plans are useful for a specific purpose 529 plans were created for a very specific ...
My son is in 10th grade, and we're starting to talk about his college options. We're not sure yet if he'll go straight to college or take a gap year. There are benefits to both, and no matter what ...