A 529 plan is an investment vehicle created to help pay for the rising cost of college tuition. Currently, 35 states offer 529 college savings plans or pre-paid tuition plans. Contributions to a 529 plan are considered gifts for tax purposes. These plans allow for a 2016 annual exclusion gift of up to $14,000 per year per beneficiary ($28,000 for couples filing jointly) on an after-tax basis while allowing for tax-free growth of those assets as long as the assets are used...Read Post
Bond investing in a rising rate environment can often be an exercise in patience. As rates rise, it can be difficult watching principal values decline. Just as you don’t want to sell equity positions at the bottom, it is important to not panic and sell your bonds as rates increase (and prices decline). Ultimately, it is important to...Read Post
It’s difficult to match the intensity and excitement of graduating from college and setting out on life’s journey. Personal finance certainly doesn’t hold a candle to it, but careful planning can help smooth the way for those just starting out after college.Read Post
The cover story, entitled “From Giant Business to Small Firm” features input from Scott Dell’Orfano, COO of Boston Private, related to the changing RIA landscape and how large firms are incorporating entrepreneurial talent from this industry.Read Post
You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains.