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Financial Planning June 1, 2011 Katie Kuehner-Hebert	Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble.
The Motley Fool May 4, 2006 Robert Brokamp	The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later?
The Motley Fool February 13, 2007 Dan Caplinger	Get Ready, Get Set for Financial Aid: Part 2 A peek into how schools determine your financial aid package.
Financial Planning December 1, 2007 Elizabeth O'Brien	Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need.
Registered Rep. December 24, 2014 Kevin McKinley	Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like.
Registered Rep. March 1, 2007 Kevin McKinley	A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.
Registered Rep. July 1, 2004 Kevin McKinley	The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years.
The Motley Fool February 13, 2007 Dan Caplinger	Get Ready, Get Set for Financial Aid: Part 1 A students' guide on getting help with school expenses.
Registered Rep. August 1, 2004 Kevin McKinley	Battling for College Savings The key to helping clients meet their higher education expenses lies in getting them to take definitive action in the years preceding enrollment.
Registered Rep. May 21, 2015 Kevin McKinley	Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
Entrepreneur March 2006 Scott Bernard Nelson	New Horizons More choices for 401(k) and 403(b) plans mean the sky's the limit on your retirement-planning options.
Registered Rep. June 17, 2013 Kevin McKinley	The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.
Registered Rep. January 21, 2005 Anne Field	Time Running Out to Apply for College Financial Aid Many parents of college-age children are scrambling to complete their financial aid applications. Financial advisors suggest that clients should apply even it they don't, at first glance, seem to be eligible for aid.
Investment Advisor August 2007 Kara P. Stapleton	Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
Financial Planning March 1, 2007 Donald Jay Korn	Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options.
Registered Rep. March 25, 2015 Kevin McKinley	The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
The Motley Fool April 19, 2004 Robert Brokamp	What Will College Really Cost? You've heard the scary statistics, but the final price tag may not be so bad.
The Motley Fool April 14, 2007 Elizabeth Brokamp	Alternative Uses for IRAs They're not just for retirement anymore. In some cases, you can get your hands on your IRA money before age 59 1/2 and not pay a penalty. Pay for college... Pay for a house... etc.
The Motley Fool May 2, 2007 Dan Caplinger	Dueling Fools: Saving for College Save for college! Your kids need your help.
The Motley Fool October 13, 2010 Dan Caplinger	Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them.
The Motley Fool February 14, 2005	What's an IRA? Be tax-smart and save for tomorrow, all with a handy savings account.
Registered Rep. June 1, 2012 Kevin McKinley	Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement.
Financial Planning December 1, 2005 Deborah Fox	Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses.
Financial Advisor July 2005 Marla Brill	Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future.
The Motley Fool July 9, 2004 Dayana Yochim	Save Like It's 2004 Letting your retirement account get out of date is dangerous to your future.
Financial Advisor December 2005 Ken Ziesenheim	Are You Ready For The Roth 401(k)? They are coming in 2006 and may be useful retirement savings tools for high-income clients.
Investment Advisor August 2010 Marlene Y. Satter	College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study
The Motley Fool July 20, 2009 Dan Caplinger	Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
Registered Rep. April 1, 2008 Kevin McKinley	Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too.
Financial Planning November 1, 2007 Stacy Schultz	5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings.
The Motley Fool January 24, 2007 Mary Dalrymple	College Financial Aid 102 Understand how colleges view your assets when computing financial aid.
Registered Rep. November 1, 2002 Kevin McKinley	When That Bundle of Joy Grows Up to Be a Biker Chick With a little foresight, a few strategies can allow parents to stick to the letter of the law while preventing their well-intentioned savings in a custodial account from being frittered away by someone who is an "adult" in name only.
Financial Advisor July 2010 Dalton & Dalton	The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid.
Financial Planning September 1, 2013 Donald Jay Korn	Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
The Motley Fool January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
The Motley Fool May 13, 2005 Roy Lewis	The New Roth 401(k) Is Here Can this new retirement plan help you?
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
The Motley Fool February 20, 2007 Mary Dalrymple	Save for State U., Too If you're not saving for college because you expect your child will attend an affordable, public school, you might want to rethink your plans a little bit. Public college doesn't necessarily mean a debt-free education.
The Motley Fool January 24, 2007 Mary Dalrymple	College Financial Aid 101 Apply for your financial aid now if your budding scholar will be headed to college this fall.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	A Friendlier 401(k) How many investors and employers will embrace this latest way to save for retirement remains an open question, the new Roth retirement plan offers numerous benefits for the right clients -- and for brokers, too.
The Motley Fool September 16, 2005 Selena Maranjian	Come on Down, Roth 401(k)! There will soon be a new kid on the block: the Roth 401(k). Here's how it works.
The Motley Fool April 13, 2006 Robert Brokamp	Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement.
Registered Rep. April 27, 2015 Lynn O'Shaughnessy	College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why.