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529 plan

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Catch Up on College Savings
With no college savings plan in place for their younger daughters, John and Michelle Kazanjian need to start investigating scholarships and community colleges. Fortunately for their parents, the older Kazanjian girls have won generous grants:...
Tags: College, Scholarship, MoneyWatch, Community College, Kazanjian, Taxes, Personal Finance, Free Trade, Operational Accounting, Financial Accounting, Financial Planning, Finance, 529 Plan, Mark Kantrowitz, FinAid.org, FastWeb.com, College Savings, Barbara Bedway
Articles 2009-09-04

Additional Resources

Who Is To Blame for the 529 Plan Mess
Who or what is to blame for everyone's decimated  529 college plans? It's easy to finger the stock market as the fall guy for the 529 college plan debacle. I'd suggest, however, that Wall Street isn't the worst culprit.  To understand why, you have to look back...
Tags: Plan, Carey, Taxes, Free Trade, Personal Finance, Financial Planning, Finance, Lynn O'Shaughnessy
Blog posts 2009-05-05
MFS 529 Plan Fund Assets Surpass $1 Billion
BOSTON -- MFS Investment Management today announced that total assets invested in its various 529 savings plans have surpassed $1 billion. MFS manages a broker-sold 529 plan option in the state of Oregon and participates in nearly a dozen other state-sponsored 529 plans. The Oregon MFS 529 Savings Plan...
Tags: MFS Investment Management
Research articles 2004-06-30
Choosing the Right Type of 529 Plan
Since its creation under the Small Business Job Protection Act of 1996, the Section 529 plan has become much more popular than other education-saving vehicles such as education savings bonds and the Coverdell Education Savings Account. However, despite its popularity, there is still confusion, which has led some people to...
Tags: Investopedia, Investment, Finance
White papers 2004-07-21
The smallest 529 plan weighs consolidation.(News)
Byline: Charles Paikert NEW YORK - The nation's smallest Section 529 college savings plan - Tennessee's BEST Savings Plan in Nashville, which has less than $40 million in assets and is managed by New York-based TIAA-CREF - soon may become the...
Tags: TIAA-CREF
Research articles 2007-04-16
How to Deduct 529 Plan Losses.
Byline:Kimberly Lankford, Kiplinger Washington Editors I opened a 529 plan for my daughter two years ago and invested $10,000. Now the account is worth $7,000. Can I close out the account and deduct a loss from my income taxes? ...
Tags: deduction, FINANCE, Internal Revenue Service, Taxes
Research articles 2002-12-18
Private-College 529 Plan.(Brief Article)
PRIVATE-COLLEGE 529 PLAN I read that there is a new pre-paid tuition for private colleges. Is it open yet, and who is running it? The new Independent 529 Plan started accepting contributions in early September. TIAA-CREF is the program manager. More than...
Tags: TIAA-CREF
Research articles 2003-10-01
Upromise draws both praise and skepticism; Company continues roll by snagging Colorado 529 plan.(News)
Byline: Charles Paikert NEW YORK - Upromise Investments Inc. has been on a roll. The subsidiary of Needham, Mass.-based Upromise Inc. that provides program management and administrative services to state-sponsored 529 college savings begins working for...
Tags: UPromise Inc.
Research articles 2004-10-04
Fidelity and State of New Hampshire Launch 529 College Savings Plan Available Through Financial Advisors
Business Editors BOSTON--BUSINESS WIRE--July 31, 2001 Advisor College Investing Plan is First Advisor-Sold 529 Plan To Offer Investment Choice; Survey Shows College Savers Confused About 529 Plans Selecting the right college savings plan just got easier for the millions of American families that work with...
Tags: advisor, Fidelity Investments, FINANCE, financial, Investment
Research articles 2001-07-31
MFS College Savings Plan Survey Forecasts Increased Broker Awareness and Sales Activity Resulting from Pension Protection Act
To: EDUCATION EDITORSContact: Alanna Flood of The Castle Group, Inc., +1-617-227-0012, ext. 294, aflood@thecastlegrp.com, for MFS Investment Management BOSTON, May 1 /PRNewswire/ -- College savings in the form of 529 savings plans will receive a significant boost as a result of the recently enacted Pension Protection Act PPA, according to...
Tags: MFS Investment Management
Research articles 2007-05-01
New Yorkâ??s 529 College Savings Program Participants Add More Than $25 Million in Upromise Rewards to Accounts
Value-Added Program Serves As A Helpful Catalyst To Saving NEWTON, Mass. -- Upromise Investments, the leading administrator of 529 college savings plans, announced today that...
Tags: UPromise Inc.
Research articles 2009-06-23
Consider Your State's 529 First.
Byline:Kimberly Lankford, Kiplinger Washington Editors My broker is pitching me its 529 plan. I've read about these on Kiplinger.com, so I know they're a good deal, but would it be better to invest directly with my state, or invest in the broker's...
Tags: FINANCE, NASD, Taxes
Research articles 2004-09-13
Columbia Management Group to Offer 529 College Savings Plan to Individuals Through Financial Advisors; Joins with Upromise Loyalty Service
Business Editors BOSTON--BUSINESS WIRE--March 31, 2003 Columbia Management Group, Inc., the asset management arm of FleetBoston Financial (NYSE: FBF), today announced plans to offer the Columbia 529 Plan to individual investors through financial advisors. Using the company's strong distribution network, Columbia Management expects the Plan to be...
Tags: UPromise Inc.
Research articles 2003-03-31
Sec. 529 Planning with college savings plans - FinancialPlanning
The 2001 Tax Act has made qualified tuition savings programs more attractive than ever by allowing tax-free withdrawals from the plans to pay for qualified educational expenses. Qualified tuition programs, also known as Sec. 529 plans, are very beneficial for wealthy and middle-income families. Sec. 529 college savings plans...
Tags: asset, FINANCE, Sec, Taxes
Research articles 2002-01-01
529-plan rating idea Morningstar-crossed? Advisers uncertain of service's value.
Morningstar Inc. is bringing its well-known rating expertise to 529 plans next month, but some advisers aren't impressed. Choosing the right college-savings plan can be tricky. In addition to finding the right investment mix, investors have to Morningstar Inc....
Tags: advisor, investor, Morningstar Inc.
Research articles 2002-09-30
Fidelity Creates Reward Card: Families can direct up to 2% back into a 529 account ew products are seen from FAME, ING, Brinker, Manulife and American Express Financial Group.
* Fidelity and MBNA launched a new college-savings reward credit card that allows families to earn 2% back on all eligible purchases, which can be directed into a Fidelity-managed 529 plan account. With no limit on the rewards dollars cardholde ...
Tags: Fidelity Investments, ING Group
Research articles 2003-04-01
New permanent status boosts 529 college savings plan
The situation often turned awkward when certified financial planner Bryan Lee would explain state-sponsored 529 college savings plans to his clients with children. After recommending that the client invest, he'd carefully add the caveat that 529 plan assets might no longer be tax-free at the end of 2010...
Tags: asset, Benefits, FINANCE, income, Investment, Taxes, U.S. Congress
Research articles 2006-09-18
Volatility unnerves 529 investors. (College Savings).(college tuition costs)(Brief Article)
MOST PEOPLE are concerned about the sagging market, but parents and grandparents in particular have become increasingly skittish about the chance that their efforts could still fail to cover tuition. An Alliance Capital study has found that 72 percent of all college savers...
Tags: Alliance Capital Corp.
Research articles 2002-10-01
Columbia 529 plan targets advisers.(News)
Byline: Frederick P. Gabriel Jr. Columbia Management Group Inc., the asset management arm of FleetBoston Financial Corp., plans to unveil a 529 college savings plan offering that will be sold through financial advisers. The move is...
Tags: UPromise Inc.
Research articles 2003-04-07
Merrill Lynch Announces Enhancements to NextGen College Investing Plan; OppenheimerFunds to Join NextGen as Fifth Sub-Advisor; Section 529 Plan with Most Choice
NEW YORK -- Merrill Lynch (NYSE: MER) today unveiled several enhancements to the NextGen College Investing PlanR, one of the largest 529 plans in the industry. The NextGen College Investing Plan is a qualified tuition program administered by the Finance Authority of Maine with investment oversight provided by the Maine...
Tags: Merrill Lynch & Co. Inc.
Research articles 2004-09-20
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