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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.   |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs. |
Registered Rep.
February 1, 2003
Kevin McKinley |
What's Wrong with Prepaid Tuition Plans Clients going for the supposed safety of prepaid tuition plans should understand their potential pitfalls first. |
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
August 28, 2007
Mary Dalrymple |
College Savings for the Whole Family Savings incentives work for kids and parents alike. |
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. |
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. |
The Motley Fool
October 20, 2010
Dan Caplinger |
Your Kids Need These Investments Supplementing 529 plans with alternatives makes lots of sense. |
The Motley Fool
August 25, 2007
Elizabeth Brokamp |
What's So Sexy About the Coverdell? The Coverdell Education Savings Account has you covered for more than just college. This is an education investment vehicle with some substance to back it up. Read on for a quick rundown of the Coverdell's best features. |
Registered Rep.
October 26, 2015
Kevin McKinley |
Paying Tomorrow's Tuition Today In the right situation, prepaid tuition plans can provide savers with a competitive ersatz investment return, especially for families with children who are bound for college in the next few years. |
The Motley Fool
January 13, 2011
June Walbert |
Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic. |
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.
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 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
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. |
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
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
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
March 30, 2007
Dan Caplinger |
5 Tips to Avoid Bad 529 Plans Saving for college should help your kids, not your broker. |
The Motley Fool
April 18, 2007
Dan Caplinger |
Don't Wait Till Next Year Before you put away your tax stuff for another year, it's worth your while to take a look at how you did in 2006 to see how you can improve your 2007 tax picture. |
The Motley Fool
September 29, 2009
Dan Caplinger |
The Best Way to Save for College Pick the best investments for your kids. |
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. |
Financial Advisor
July 2008
Jeff Schlegel |
Bump In The Road College savings plans are difficult to understand and are being underutilized. |
The Motley Fool
January 16, 2007
Dan Caplinger |
529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment. |
The Motley Fool
August 8, 2005
Nathan Slaughter |
How to Save $22,000 Without Trying Saving for future college expenses can be a daunting task. Why go it alone? Instead, let some of the companies you already own help foot the bill. |
The Motley Fool
May 28, 2010
Dan Caplinger |
The Perfect Day to Start Saving for College May 29, aka tomorrow, is a special day for college savings plans. On Saturday, the College Savings Plans Network is celebrating 529 College Savings Day. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
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. |
Financial Advisor
March 2004
Marla Brill |
Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis. |
The Motley Fool
January 13, 2007
Elizabeth Brokamp |
Pros and Cons of Prepaid Tuition Plans Prepaid tuition programs are exactly what the name implies: the chance to pay now and buy a certain number of educational credits/years of college at today's tuition rates. Or so the promotional materials like to say. |
The Motley Fool
September 10, 2010
Dan Caplinger |
Save Smarter for College As the school year starts, it's time to think about your child's future. |
The Motley Fool
November 5, 2004
Roy Lewis |
Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Financial Advisor
April 2004
Dorothy Hinchcliff |
Bush Tax Proposals Would Affect College Saving They could have a major impact on 529 plans. |
The Motley Fool
November 11, 2005
Roy Lewis |
The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late. |
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. |
Financial Advisor
November 2003
Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: Introduction Nowhere is the value of compounding returns more evident than in saving for a goal with a fixed time limit, such as financing a college education. |
The Motley Fool
June 17, 2005
Roy Lewis |
Start Planning for Next Year's Taxes Many think that taxes are simply a chore, something to attend to once a year. Anyone with that attitude is likely leaving money on the table. Here are some tips to consider. |
The Motley Fool
April 19, 2004
Robert Brokamp |
What Will College Really Cost? You've heard the scary statistics, but the final price tag may not be so bad. |
The Motley Fool
July 2, 2004
Roy Lewis |
Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later. |
Financial Advisor
January 2011
Jerilyn Klein Bier |
The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping. |
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. |
Financial Advisor
July 2006
Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
Registered Rep.
March 25, 2015
Kevin McKinley |
The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses. |
The Motley Fool
January 30, 2004
Roy Lewis |
Get Credit for Retirement Contributions Have you missed one of the most valuable -- and overlooked -- tax credits? |
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
January 14, 2004
Robert Brokamp |
Fallow Finances You don't have to be a venture capitalist to have "seed money." You earn tens of thousands of dollars a year, which you can sow however you see fit. Make sure your money isn't falling on infertile soil or being consumed by vultures. |
The Motley Fool
July 9, 2004
Dayana Yochim |
Save Like It's 2004 Letting your retirement account get out of date is dangerous to your future. |
The Motley Fool
December 3, 2004
Roy Lewis |
10 Ways To Save Taxes Now! Prepare yourself for the new year by tackling tax issues today. |
