College Planning & the College Savings Market:
Planning & Paying for College
Recently Released!!!
Date Published: March 1, 2024
Summary PowerPoint Deck: 202 Slides
Reference PowerPoint Deck: 1,100 Slides
The purpose of this research is to provide readers with a comprehensive understanding of college planning & the college savings market. This research summarizes a series of context setting factors, the history of college planning & the college savings market, the key products in the college savings market, and future predictions for college planning & the college savings market. This research is incorporated into Tiburon's broader research coverage of financial planning.
This research begins with a context setting chapter for college planning & the college savings market, including the low consumer confidence level, financial advisors' modest role today, and the evolving college planning situation, with a particular focus on the evolving college planning situation, including:
This research defines several distinct products in the college savings market, including:
Date Published: March 1, 2024
Summary PowerPoint Deck: 202 Slides
Reference PowerPoint Deck: 1,100 Slides
The purpose of this research is to provide readers with a comprehensive understanding of college planning & the college savings market. This research summarizes a series of context setting factors, the history of college planning & the college savings market, the key products in the college savings market, and future predictions for college planning & the college savings market. This research is incorporated into Tiburon's broader research coverage of financial planning.
This research begins with a context setting chapter for college planning & the college savings market, including the low consumer confidence level, financial advisors' modest role today, and the evolving college planning situation, with a particular focus on the evolving college planning situation, including:
- Number of College Students Declining
- State Funding Shrinking
- Tuition Rates Rising
- Value of a College Education Being Questioned
- College Admissions Processes Being Challenged
- Leading Colleges Evolving
- Financial Aid Becoming Increasingly Complicated
- College Majors & Career Choices Evolving
- Student Loan Defaults Rising
- Haphazard Phase
- Coverdell Educational Savings Accounts Phase
- 529 College Savings Plans Introduction Phase
- 529 College Savings Plans Maturation Phase
This research defines several distinct products in the college savings market, including:
- 529 College Savings Plans & State Pre-Paid Tuition Programs
- Coverdell Educational Savings Accounts
- Uniform Gifts to Minors Act (UGMA) & Uniform Transfers to Minors Act (UTMA) Custodial Accounts
- Other Tax Deferred Accounts
- Taxable Accounts
- Continuing Complicated Nature of Planning & Paying for College, Including the Re-Emergence of the Community College Option and the Emergence of Online Options
- President Biden Proposal for College Debt Forgiveness & Even Broader Calls for College to be Free Likely to be Unsuccessful
- Broadening Role for Financial Advisors in College Planning
- Substantial Growth in the College Savings Market
- Fastest Growth in 529 College Savings Plans (with Collapse of Coverdell Educational Savings Accounts into 529 College Savings Plans)
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
