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Factoring a Gap Year into College Savings
by Tom Rowley of Invesco, 7/24/17

Can 529 funds be used for gap-year expenses? I recently had a parent ask me if their child’s 529 college savings account money could be used to help pay for gap-year expenses. Here’s the short answer: Maybe.

Doing the Math: How Many 529 Plans Do You Need for Your Family?
by Tom Rowley of Invesco, 5/30/17

What to consider when saving for multiple children’s college educations.

FAFSA Deadline: It's Not Too Late to Submit Your Application
by Tom Rowley of Invesco, 5/19/17

Today’s parents are all too aware that higher education comes with a sky-high price tag, but financial aid can offer a real lifeline when it comes to mounting college costs.

529 College Savings Day: The Journey to Higher Education Begins with College Savings
by Tom Rowley of Invesco, 5/8/17

Celebrate the day by opening a college savings account for the child you love.

529 Plans: An A+ Choice for Employers?
by Tom Rowley of Invesco, 3/27/17

College savings plans can help companies boost their employee benefits packages.

Give the Gift That Will Last a Lifetime: A College Education
by Tom Rowley, Director, Retirement and Education Strategies of Invesco, 12/16/16

The holidays are upon us again, and many grandparents are looking forward to one of their favorite moments of the season – the delighted smiles of grandkids opening a present they’ve been dreaming of all year. Give it a few weeks, though, and last year’s trendiest toy often becomes this year’s latest giveaway.

College Savings Savvy: 529s Versus Roth IRAs
by Tom Rowley of Invesco, 8/22/16
In-state or out-of-state school? Public or private? Small or large? Long before families grapple with such college-related decisions, parents — and often grandparents — confront an important choice that could largely determine these later ones: how to save for college. And the earlier you decide the how, the better, because ABCs turn into SATs faster than you think.

Skip the Speculation: What Would a Fiduciary Do?
by Tom Rowley of Invesco Blog, 2/16/16
W-2s are out, marking the heart of the IRA season, when more business is traditionally done than at any other time of year. And where does this occasion find many financial advisors (FAs)? They could be speculating endlessly about what the imminent Department of Labor (DOL) fiduciary rule may mean for IRAs. (Please see my earlier blog post, IRA opportunity knocks, despite DOL fiduciary rule). Truth be told, though, nobody knows or will know until the final version of the rule is released, likely in mid-March. In the interim, however, IRA opportunity is knocking loudly.

Social Security Shock: Backroom Budget Deal Bans Two Loopholes
by Tom Rowley of Invesco Blog, 11/9/15
Two weeks ago, “things that go bump in the night” included two Social Security claiming strategies that got bumped from most retirement planning when the Senate passed a last-minute budget deal in the predawn hours of Friday, Oct. 30. There were none of the usual preliminaries: no hearings, no legislation, no grandstanding by proponents and opponents, no discussion in the financial media. It was simply a done deal, sealed and delivered, when President Barack Obama signed the bill into law last Monday to keep the government afloat.
9 results found.