college

Advisor Upside

Here’s What Advisors Need to Know When Clients Co-Sign for Kids’ Student Loans

Photo by Charles DeLoye via Unsplash

College enrollment is one area where people tend to do their shopping first and set their budgets second.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

Advisors Include Kids in College-Financing Talks

Advisors are helping quell tuition anxieties by including both parents and children in client meetings.

2 min read
Photo by Joslyn Pickens via Pexels

Advisor Upside

How Advisors Can Help Turn 529s Into Roth IRAs

A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.

1 min read

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