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The Motley Fool December 6, 2006 Mary Dalrymple	A Lesson in Education Aid Many parents earn a failing grade in College Taxes 101. To take optimal advantage of the available educational tax breaks, you'll need to become schooled in their details.
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.
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.
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.
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.
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 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.
BusinessWeek May 8, 2006 Anne Tergesen	The Case For Prepaying Tuition A recent Internal Revenue Service ruling lends support to individuals who'd like to transfer even more tax-free by prepaying years' worth of tuition.
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
Entrepreneur November 2005 Scott Bernard Nelson	Savings 101 Tax-free 529 college savings accounts may not stay that way, but they'll still be a smart way to plan for your child's future.
The Motley Fool July 7, 2007 Elizabeth Brokamp	5 Easy Ways to Save on Taxes There are more ways than you think to keep Uncle Sam's paws off your hard-earned cash. 1. Take advantage of perks at work... 2. Be cool; stay in school... etc.
Registered Rep. March 14, 2013 Kevin McKinley	Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
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
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.
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.
Investment Advisor August 2010 Marlene Y. Satter	College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study
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 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.
Trusts & Estates David A. Handler	Tax-Free Gifts Of Prepaid Tuition With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation-skipping taxes.
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.
Financial Planning December 1, 2005 Deborah Fox	Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses.
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.
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.
AskMen.com Michael Estrin	8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should.
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.
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 March 14, 2011 Selena Maranjian	7 Things You Don't Know About Taxes The right moves could mean the difference between money wasted and money saved.
The Motley Fool July 18, 2006 Dan Caplinger	Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best.
Commercial Investment Real Estate Jan/Feb 2004 Feuerstein & Marsden	Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes.
Bank Technology News September 2003 John Adams	Knowledge is Power New tax laws and a wave of automation could make 529 plans the college savings option of choice. It would help if more people knew what they were.
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.
The Motley Fool February 24, 2010 Selena Maranjian	Saving for College Just Got Cheaper Lower-priced 529 plans help you save for college more effectively.
The Motley Fool January 13, 2004 Selena Maranjian	The Fund Fee Fracas Are mutual fund fees too high?
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
BusinessWeek May 8, 2006 Anne Tergesen	The Fine Print On College Plans Fees on Vanguard 529s vary by state. The more you pay, the less the long-term return.
The Motley Fool May 23, 2007 Dan Caplinger	Save More, Rich or Poor Think a larger income means larger savings? Think again. It all comes down to spending less than you make.
Financial Planning January 1, 2009 Deborah Fox	Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets.
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 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
On Wall Street November 1, 2010 Elizabeth Wine	Pumping Cash Into 529 College Savings Plans It's not a great time for investors with college-age children. Tuition and other educational costs are skyrocketing, and 529 savings plans, which allow investors to save tax-free for college, have taken the same bumpy ride as the rest of the stock market.
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
Trusts & Estates September 30, 2002 Susan Hansen	Beware the 529 Hype At least two things are certain about the new 529 college savings plans: The financial services industry loves them, and they're generating all kinds of media buzz. But despite all the hype, 529s probably are not a magic new wealth-transfer mechanism.
Registered Rep. March 19, 2012 Lynn O'Shaughnessy	The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students.
The Motley Fool May 28, 2009 Dayana Yochim	Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future.
The Motley Fool February 28, 2011 Dan Caplinger	Buy These Stocks and Stiff the IRS Dividends and capital gains can be tax-free for some taxpayers.
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.
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.
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.
Financial Advisor January 2012 Jerilyn Klein Bier	College Crunch Advisors should start asking clients where their kids may want to attend college when the kids are high school freshmen or even in middle school, says Mazareas. There's a lot to talk about.
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.