| 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 |
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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 |
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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
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Education savings accounts -- United States.
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Finance, Personal -- United States
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STUDY AIDS -- Financial Aid.
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College costs -- United States.
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Education savings accounts -- United States.
|
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Finance, Personal -- United States.
|
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College costs.
|
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Education savings accounts.
|
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Personal finance -- United States.
|
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College costs
|
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Education savings accounts
|
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Finance, Personal
|
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College costs.
|
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Education savings accounts.
|
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Personal finance -- United States.
|
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United States
|
| Form |
Electronic book
|
| Author |
Morton, David J., 1969-
|
| LC no. |
2004026682 |
| ISBN |
9781572484832 |
|
1572484837 |
|
1423722922 |
|
9781423722922 |
|
9781402231285 |
|
1402231288 |
|
1281824917 |
|
9781281824912 |
|
