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The Motley Fool September 29, 2009 Dan Caplinger |
The Best Way to Save for College Pick the best investments for your kids. |
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. |
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 July 2012 |
The Higher Costs For Higher Education Interest in college savings plans is growing, but fewer advisors are selling them. |
Investment Advisor August 2007 Kara P. Stapleton |
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. |
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 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 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 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 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? |
Financial Advisor November 2003 Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
Financial Planning December 1, 2007 Elizabeth O'Brien |
Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need. |
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 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. |
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. |
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 January 2011 Jerilyn Klein Bier |
The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping. |
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. |
Registered Rep. July 1, 2004 Kevin McKinley |
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. |
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 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. |
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. 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. |
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. |
Entrepreneur June 2003 Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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 2006 Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
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. |
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 April 2004 Dorothy Hinchcliff |
Bush Tax Proposals Would Affect College Saving They could have a major impact on 529 plans. |
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 |
The Motley Fool March 2, 2007 Mary Dalrymple |
Let Them Eat ... Cash? A California savings proposal highlights the advantages of starting early. If you open a savings account (or maybe even a college savings fund) when your child is born and contribute to it regularly, you can build up a sizable nest egg. Just get started. |
Financial Planning November 1, 2007 Stacy Schultz |
5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings. |
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. |
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. |
Financial Planning August 1, 2010 Donald Jay Korn |
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. |
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. |
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. |
Registered Rep. February 25, 2015 Kevin McKinley |
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. |
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 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. |
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. |