Which College Accounts to Tap First

RELATED CONTENT

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.

Tuition-Time Strategies for Tapping 529s

Your clients are finally ready to write that big tuition check—but dipping into 529s and other college savings accounts has important implications on eligibility for tax credits and financial aid. Here's how to ensure clients make the educated choice.