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Financial Advisor
July 2005
Marla Brill |
Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future.   |
The Motley Fool
February 2, 2004
Robert Brokamp |
Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility. |
Financial Advisor
July 2007
Tracey Longo |
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
The Motley Fool
December 12, 2007
Mary Dalrymple |
A College Deadline You Don't Want to Miss Don't forget about starting a 529 college savings plan. There could be year-end tax benefits. |
The Motley Fool
June 11, 2010
Nathan Alderman |
What the Fool Is a 529 Plan? A friendly, Foolish guide to the often confusing world of college savings plans. |
BusinessWeek
January 15, 2007
Anne Tergesen |
529s Just Might Make The Grade The 529 college savings plans have become more attractive - but do your homework. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
The Motley Fool
February 20, 2007
Mary Dalrymple |
Save for State U., Too If you're not saving for college because you expect your child will attend an affordable, public school, you might want to rethink your plans a little bit. Public college doesn't necessarily mean a debt-free education. |
Financial Advisor
November 2004
Gail Liberman |
NASD Issues Alert On 529 Plans Brokerage offerings may be too limited. By buying out-of-state college savings plans, experts warn, investors sometimes miss out on important in-state tax advantages. |
Financial Advisor
July 2011
Ben Mattlin |
Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains. |
The Motley Fool
September 29, 2009
Dan Caplinger |
The Best Way to Save for College Pick the best investments for your kids. |
Financial Advisor
November 2003
Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
Registered Rep.
March 24, 2003
Ross Tucker |
Lining Up Behind 529s With the tax benefits of 529 college savings plans set to expire in 2010 several financial services firms have announced the creation of a lobbying group to make sure that Congress does the right thing -- making the tax-free savings programs permanent. |
Financial Advisor
July 2010
Dalton & Dalton |
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. |
Investment Advisor
January 2010
Tere D'Amato |
Expert's Corner: Acing Financial Aid Planning With portfolios still poorer, how can you advise clients with college aid needs? |
Registered Rep.
August 1, 2005
Jen Coates-Conroy |
Protecting a Client's College Savings Investments in 529 plans are not as popular as they could be -- and that's saying something because they are pretty popular right now. |
Financial Planning
March 1, 2007
Donald Jay Korn |
Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options. |
Financial Advisor
July 2008
Jeff Schlegel |
Bump In The Road College savings plans are difficult to understand and are being underutilized. |
The Motley Fool
February 13, 2007
Mary Dalrymple |
Automatic College Savings What kind of educational benefits do you get at work? An automatic 529 payroll deduction could be as helpful as an automatic retirement savings program, like a 401(k). |
The Motley Fool
October 13, 2010
Dan Caplinger |
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. |
Registered Rep.
November 17, 2010
Kevin McKinley |
Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios. |
Registered Rep.
August 1, 2006
Kevin McKinley |
New School Strategies First, the Department of Education altered the financial-aid treatment of certain 529 plans. Then the IRS tweaked custodial accounts. Here's what financial advisors can do to redirect families saving for college. |
Financial Advisor
April 2004
Dorothy Hinchcliff |
Bush Tax Proposals Would Affect College Saving They could have a major impact on 529 plans. |
Financial Planning
August 1, 2009
Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
Registered Rep.
May 1, 2004
Michael F. Greco |
College Funding Faceoff! Advice on chosing between a 529 Savings Plan or a Coverdell ESA when planning for college. |
Entrepreneur
December 2006 |
Enrollment Fee Pitfalls to avoid when setting up a college fund. |
Registered Rep.
August 1, 2005
Kevin McKinley |
Mr. 529 Is Optimistic Despite increased regulatory scrutiny of 529s and uncertain future treatment by the tax code, "rational exuberance" is the most appropriate phrase to describe how 529 plan expert Joe Hurley feels about the prospects of qualified state tuition plans. |
Financial Planning
December 1, 2006
Donald Jay Korn |
All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile? |
The Motley Fool
March 30, 2007
Dan Caplinger |
5 Tips to Avoid Bad 529 Plans Saving for college should help your kids, not your broker. |
CFO
January 10, 2007
Marie Leone |
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. |
Registered Rep.
September 10, 2004
Anne Field |
College Savings Boot Camp in New York The overall message? With only 8 percent of people saving for college having invested in 529 plans, advisors need to better educate their clients about the tax benefits of these plans. |
Registered Rep.
October 26, 2005
Kevin Burke |
Regulators Hit Ameriprise for $1.25 Million Over 529 Sales Regulators fired their first shot in what figures to be a round of enforcement actions against brokerages for abusive sales practices related to 529 college savings plans. |
Financial Planning
April 1, 2006
Bob Hirschfeld |
College Planning Cross Currents New suitability regulations could slow 529 growth, while prepaid tuition plans are looking more attractive. |
On Wall Street
July 1, 2013
Dave Lindorff |
Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. |
Financial Advisor
January 2007
Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
The Motley Fool
August 2, 2007
Dan Caplinger |
The Worst 529 Plans 529 plans offer many benefits to parents saving for college, but some plans are better than others. While some focus on keeping costs low, others charge excessive fees that could threaten the success of your college savings strategy. |
The Motley Fool
November 28, 2006
Mary Dalrymple |
College Savings Math It's certainly not getting any cheaper to send the kids to college, but there's some good news for parents trying to build a college savings account. The expenses charged by state-sponsored 529 college savings plans have been falling. |
Registered Rep.
April 1, 2005
Kevin McKinley |
Passing Grades for 529s When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. At the same time, small tickets, bigger regulatory burdens and a go-go stock market are diminishing the interest of some advisors. |
BusinessWeek
August 6, 2007
Anne Tergesen |
Time To Swap Piggybanks? Custodial accounts have lost much of their tax benefits. |
BusinessWeek
August 16, 2004
Anne Tergesen |
The 529 Ate My Tax Break The high fees that some 529 college savings plans charge can substantially erode, or even erase, their tax advantages. |
Investment Advisor
August 2008
Kara P. Stapleton |
Eternal Students With students taking longer to finish college, and more going to graduate school, your clients will more than likely need education-funding plans that cover more than the traditional four years at college for their children or grandchildren. |
Registered Rep.
September 1, 2004
Kevin McKinley |
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. |
Financial Planning
May 1, 2006
Bruce Harrington |
School's In Here are simple tips to use when advising clients who are considering the purchase of a 529 college savings plan. |
The Motley Fool
August 4, 2006
Roy Lewis |
The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA! |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
The Motley Fool
March 20, 2007
Dan Caplinger |
Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now. |
Financial Planning
September 1, 2012
Ann Marsh |
529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
