College planning

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

The implications of the NCAA's House settlement on revenue sharing with student athletes may have ripple effects on academic programs like accounting.

The average plan holds less than $29,000, which would pay for about half of a year at the average private university or a year or more at a public one.

Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Some private educational institutions are now facing taxes on their investments under the Tax Cuts and Jobs Act.

Sen. Ron Wyden, D-Ore., introduced the legislation in response to the recent college admissions scandal.

The California charity at the center of the college-admissions scandal apparently never attracted attention from the IRS.

A top Senate Democrat is looking to end tax breaks for college donations that parents may be making to universities in an attempt to get their children admitted.

Harvard University’s $39.2 billion endowment has reached a record value. So did Yale. And Brown. And Dartmouth.

Americans are divided over whether U.S. college endowments should have to pay a new federal tax, according to a national survey on higher education.

House Ways and Means Committee chairman Kevin Brady, R-Texas, plans to introduce legislation next week to make permanent the individual and small business tax breaks from the Tax Cuts and Jobs Act.

As we enter into the tax planning stage of the year, the focus shifts to helping clients understand the impact of the Tax Cuts and Jobs Act and optimize their tax positions.

Tuition refunds, expanded uses for 529 funds, and rollovers are highlighted.

A New York Republican introduced legislation in the House that would waive the new tax on about 30 wealthy college endowments if they spend 25 percent of their annual investment earnings on reducing the cost for middle-income students.

Private colleges facing a new endowment tax may “behave strategically” to avoid paying it, according to a study published Thursday by a senior researcher at the Federal Reserve Bank of Cleveland.

About one-third of Americans are postponing a major life decision, such as getting married or having children, for financial reasons.

A House bill to repeal the four-month-old U.S. college endowment tax has gained sponsors on both sides of the political aisle.

A tax on wealthy university endowments isn’t set to be collected for more than a year, yet schools are working behind the scenes to roll it back.