Planning Idea
Planning strategies for federal college aid
Understanding federal financial aid for college
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Tax-advantaged savings approved for people with disabilities
In the final days of 2014, Congress approved a bill to create a new tax-advantaged savings vehicle for people with disabilities. The Achieve a Better Life Experience (ABLE) Act...
Planning Idea
Connect with non-profits with a 529 scholarship account
Strategies involving 529 college savings plans offer many opportunities for advisors to connect with a range of clients, from individuals and families to non-profit organizations. The rapid growth of...
Planning Idea
A 529 plan offers benefits beyond paying for college
There are numerous incentives for parents to save for a child’s future higher education, rather than rely on borrowing. Cost is one. Total charges at both private and public...