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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2012
The Higher Costs For Higher Education Interest in college savings plans is growing, but fewer advisors are selling them. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
November 2003
Tracey Longo
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
June 2003
Scott Bernard Nelson
College Savings 101 Take notes on the pros and cons of 529 plans. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2004
Dorothy Hinchcliff
Bush Tax Proposals Would Affect College Saving They could have a major impact on 529 plans. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles