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Book Cover
Author Feigenbaum, Richard A.

Title 529 college savings plan made simple / by Richard A. Feigenbaum and David J. Morton
Edition First edition
Published Naperville, Ill. : Sphinx, [2005]
Online access available from:
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Description 1 online resource (vi, 117 pages)
Contents Front Cover -- Title Page -- Copyright Page -- Dedication -- Table of Contents -- Frequently Asked Questions -- Chapter 1: The Basics of 529 Plans -- Internal Revenue Code Section 529 -- Plan Managers -- Getting Started -- Rules, Rules, Rules -- Future Changes in the Law -- Chapter 2: Helping Save for College -- Taxes and Tax-Deferred Savings -- Other Methods of Saving for College -- The College Savings Plan Advantage -- Drawbacks -- Chapter 3: Taxation of College Savings Plans -- Basic Tax Rules -- Qualified Higher Education Expenses -- Eligible Institution -- Taxes on Distributions
Deductions for Contributions -- State Taxation on Withdrawals -- Chapter 4: Beneficiary Planning -- The Basics -- Changing the Beneficiary -- Tax-Free Changes -- Financial Aid -- Chapter 5: Ownership and Maintenance -- Lifetime Issues -- Transfer at Death -- Trusts as Owners -- Investment Options -- Fees and Expenses -- Chapter 6: The Role of the Advisor -- Issues for the Advisor -- Chapter 7: Estate Planning and the College Savings Plan -- Federal Estate Planning Basics -- Gift Rules -- Creative Estate Planning -- The Double-Dip Opportunity -- The Unintended Gift Tax Consequence
Post-Death Trust Issues -- Death of a Beneficiary -- Strange Possibilities -- Chapter 8: The Future of 529 Plans -- Rebate Programs -- Affinity Programs -- Glossary -- Appendix: State Program Internet Links -- About the Authors -- Back Cover
Summary The 529 College Savings Plan is the best way for families to save for college. It offers tax advantages and breaks not found with other investment vehicles-helping more and more families find a way to pay the growing expenses of a college education. However-the most valuable feature of the 529 Plan? It is available to EVERYONE! With The 529 College Savings Plan Made Simple, you can learn how to make a financial difference in the lives of your children, grandchildren or others. No longer are you confined to low-limit gifts or stuck with unrealistic timelines. You are able to keep control over the investment and make changes to your named beneficiary. Never before have you had this much freedom. Every day that you do not take advantage of the tax-free growth and savings opportunity of a 529 College Savings Plan is another day you have less to give your family. Take charge and make the future happen today!
Bibliography Includes bibliographical references (pages 111-117)
Notes Print version record
Subject College costs -- United States.
Education savings accounts -- United States.
Finance, Personal -- United States.
Genre/Form Computer network resources
Form Electronic book
Author Morton, David J., 1969-
ISBN 1281824917
1423722922 (electronic bk.)
9781423722922 (electronic bk.)
Other Titles Five-twenty-nine college savings plan made simple