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Robo Adviser Tackles College Savings

FYI: A “robo” adviser has added college savings to the online investing services it offers. But FutureAdvisor’s new offering is limited by the nature of state-sponsored 529 plans.

The San Francisco online-advice firm has rolled out a website feature that helps parents figure out how much to save for a child’s education and makes suggestions among 529-plan accounts, Coverdell education savings accounts and custodial brokerage accounts. Parents who set up accounts through FutureAdvisor can get the firm’s investment-management assistance at no charge.
Regards,
Ted
http://blogs.wsj.com/totalreturn/2015/05/05/robo-adviser-tackles-college-savings/tab/print/?mg=blogs-wsj&url=http%3A%2F%2Fblogs.wsj.com%2Ftotalreturn%2F2015%2F05%2F05%2Frobo-adviser-tackles-college-savings%2Ftab%2Fprint

Comments

  • beebee
    edited May 2015
    Nothing wrong with 529 plans, but in the priority of savings they fall far lower on the savings ladder. I would first fully fund an employer's retirement match through a workplace / self directed retirement account. Second on the savings wrung would be to fully fund a Roth IRA. Third would be funding an emergency fund in a (taxable account) equal to 3-6-9-12 months of one's salary. As important, would be to have a plan to pay off high interest loans (revolving credit).

    As a "good" parent we think saving for college is a requirement. My opinion is that the fewer dollars specifically ear marked for funding college the more dollars will be offered to your college student in financial aid (grants, loans, internships, work study, etc) as they are mostly all needs based.

    Your college student should strive to be a good candidate to get into college (good academics, athletic, and civic minded), but they should also be a good candidate for financial help.

    Nothing wrong with 529 plans other than you are short changing your kid the opportunity to receive financial aid and sticking them with the burden and guilt of your financial insecurity.

    Let your kid be needy...they'll thank you for it.
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