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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. 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.
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 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.
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.
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.
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.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
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 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 June 23, 2006 Roy Lewis	Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how.
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 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.
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.
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.
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.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
The Motley Fool August 28, 2007 Mary Dalrymple	College Savings for the Whole Family Savings incentives work for kids and parents alike.
The Motley Fool September 29, 2009 Dan Caplinger	The Best Way to Save for College Pick the best investments 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 March 17, 2009 Dan Caplinger	This Easy Step Will Save You Thousands Skipping it could cost your family for generations.
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 September 29, 2005 Dayana Yochim	Bouncing Bundle of Potential A brokerage statement isn't as cute as a pair of baby booties, but the bragging rights are better. Here is how to set your kid up for a flush future.
The Motley Fool January 19, 2007 Mary Dalrymple	Congress Makes College Loans Cheaper? Some students may see a cut in their college loan interest rates.
The Motley Fool September 16, 2004 David Jacobs	Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties.
On Wall Street April 1, 2011 Susan L. Hartman	Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning.
The Motley Fool July 31, 2008 Elizabeth Brokamp	5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future.
The Motley Fool June 19, 2009 Selena Maranjian	The Smart Way to Save for College If you're saving for someone's college education, look into 529 plans and what they might offer you. It might prove to be the difference between your kids going to the college of their choice or not.
The Motley Fool May 24, 2007 Roy Lewis	At Ease, Taxpayer! Heroes Earned Retirement Opportunities Act... Military Family Tax Relief Act of 2003...
The Motley Fool May 5, 2007 Elizabeth Brokamp	5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
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 August 23, 2006 Dan Caplinger	How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance.
Registered Rep. December 1, 2005 Kevin McKinley	Be a Hero With the Stroke of a Pen Examining your clients' IRA beneficiary designations initially and periodically is good practice. But it should go beyond just i-dotting and t-crossing. A five-minute conversation could lead to millions more for the clients' descendants, and introductions to dozens of potential new clients for you.
The Motley Fool December 27, 2004 Nathan Slaughter	Don't Skip Your Financial Physical The end of the year is the perfect time to get your financials in order. It's essential to promoting good financial health.
The Motley Fool May 2, 2007 Dan Caplinger	Dueling Fools: Saving for College Save for college! Your kids need your help.
Financial Planning September 1, 2005 Ed Slott	New Rule on IRA Disclaimers Your client can pass the benefits of an inherited IRA to a child, even after taking a six-figure distribution. Here's how it works.
The Motley Fool March 3, 2009 Dan Caplinger	How to Save Your Family's Future Give a gift that will last a lifetime.
The Motley Fool May 5, 2010 Dan Caplinger	Don't Lose Control of Your Money Make the most of the choices you have.
The Motley Fool July 12, 2010 Dan Caplinger	Put Your Top Investments in the Right Place It's not just buying the right stocks. You also need to put them in the right account for your retirement and long-term strategy
The Motley Fool January 25, 2005 Dayana Yochim	You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins.
Financial Advisor February 2006 Marla Brill	11th-Hour College Planning Parents of older children turn to financial advisors for college funding strategies.
The Motley Fool December 13, 2010 Dayana Yochim	Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms.
The Motley Fool July 22, 2005 Dayana Yochim	College vs. Retirement? Retirement Wins Before you set up your child's golden future, pay off high-interest debt, establish an emergency fund, get adequate insurance, and beef up your retirement savings. After those items are crossed off your list, you can start spoiling the youngsters.
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.
Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
The Motley Fool November 13, 2009 Dan Caplinger	When Big Tax Breaks Aren't Worth the Hassle Bad investment options and inflexibility make many reconsider tax-favored accounts.