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- Shore Up Your Beleaguered Finances
- Uncle Sam thinks you're too rich to help, so you'll have to help yourself. Keep Your Income Flowing In past recessions, the little guy or gal took the brunt of the job losses. Now, however, a high annual income — one over $100,000...
- Articles 2009-05-04
- Save for College and for Yourself
- The Watts have ambitious savings goals: private school, college, and, of course, retirement. Here are the steps they need to take to achieve those dreams. Wild spenders? Hardly. Will packs his lunch every day, they don’t even own a TV, and “we never cut our son’s hair,” Reena...
- Articles 2009-10-21
Additional Resources
- Asset Allocation And Section 529 Plans
- Section 529 plans are not for everyone. Some investors may have no discretionary funds to save at all, or they may have no college-bound children. Other children may have their educations already funded, perhaps via a relative's estate. The effects of 529 plans on financial aid might deter some investors,...
- White papers 2003-01-01
- Try 529 plans to save for school
- FOR FAMILIES contemplating private colleges or out-of-state public institutions for their children, Section 529 college savings plans have obvious appeal. Created in 1997 and given added tax advantages in 2001, the plans allow families to invest money in state-run programs and use the earnings tax-free for most college costs. ...
- Research articles 2004-03-23
- Encouraging a uniform approach to 529 plans.(Editorial)
- The popular Section 529 college savings plans have come under some scrutiny due to the marketing tactics used to sell them, and a lack of clarity in disclosure statements. Taking steps in the right direction, states that sponsor 529 plans said...
- Research articles 2004-07-12
- Cheeseburger, fries and college money, please: Websites that pay retail rebates into 529 plans taking hold.
- As gimmicky as they seem, websites that kick back a percentage of purchases into 529 college plans are helping financial advisers open more college savings accounts -- and increase assets. "It does give us a selling edge," says Irwin Scheineson, president and...
- Research articles 2002-02-11
- Websites that pay retail rebates into 529 plans taking hold; Cheeseburger, fries and college money, please.(News)
- Byline: Rick Miller As gimmicky as they seem, websites that kick back a percentage of purchases into 529 college plans are helping financial advisers open more college savings accounts - and increase assets. ``It does give us a...
- Research articles 2002-02-11
- 529 Plans: Tax Breaks for College Savings
- Tax law changes effective in 2002 encourage personal saving in a variety of ways. None is more significant than the change to Internal Revenue Code Section 529, the law permitting states to offer prepaid tuition and tax-advantaged savings programs designed to help finance college expenses. Beginning in 2002, savings held...
- White papers 2003-07-29
- ICI: 529 plans need more disclosure. (At the Bell).
- * The Investment Company Institute plans to ask the Municipal Securities Rulemaking Board, which regulates sales practices involving 529 plans, for more disclosure about the tax benefits of buying in-state plans. "When an out-of-state plan is being sold in another state,...
- Research articles 2002-02-25
- New Regulations Will Help Parents Choose 529 Plans.
- Byline: Matthew Mogul Parents will soon get help sorting through confusing options for college savings plans. Look for new regulations to require brokers to be more forthcoming and, by year end, a Web site to allow parents to compare roughly 80 Section 529 plans"tax...
- Research articles 2006-02-23
- 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...
- Blog posts 2009-05-05
- Advisers: Morningstar tool needs improvement.(Morningstar Inc. to offer rating service for pre-paid educational tuition plans)
- Byline: DAVID HOFFMAN Crain News Service Morningstar Inc. is bringing its well-known rating expertise to 529 plans this month, but some advisers aren't impressed. Choosing the right 529-as the pre-paid educational tuition plans are known-can be Byline: DAVID HOFFMAN Crain...
- Research articles 2002-10-14
- 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...
- Research articles 2002-01-01
- 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...
- Research articles 2004-06-30
- College savings plans are inexpensive, popular.(Section 529 college savings plans)(Brief Article)
- More and more employers are embracing Section 529 college savings plans as a benefit offering, to the delight of employees. Section 529 plans are tax-favored vehicles for individuals to set aside and invest funds for a relative's college expenses. The state-sponsored savings plans were...
- Research articles 2002-04-08
- 529 industry targeting grandparents' IRAs; Urges advisers to use required distributions as a sales hook.(News)
- Byline: Charles Paikert NEW YORK - Grandparents are poised to become the new growth market for Section 529 plans. Program managers who run the college savings plans increasingly are encouraging financial advisers to boost sales by...
- Research articles 2007-01-15
- As 529 College Savings Plans Grow, So Do Worries about Brokers' Fees.
- By Susan Harrigan, Newsday, Melville, N.Y. Knight Ridder/Tribune Business News Apr. 25--They sounded like a great idea. Faced with soaring costs for higher education, families worried about coping with Junior's future college bills have poured billions of dollars into state-sponsored college-savings...
- Research articles 2004-04-25
- College 529 savings plans are making a comeback
- College savings 529 plans are rebounding sharply after taking a beating from the bear market and the mutual fund trading scandal. Several of the USA's largest college savings plans posted higher returns in 2003, which led to a surge of new investments. Among the best performers: age-based portfolios,...
- Research articles 2004-01-20
- Investment cos. push tax perks of 529 plans.(Special Report)
- Byline: CHARLES PAIKERT With middle school and high school graduation ceremonies fresh on clients' minds, some program managers for Section 529 college savings plans hope the thoughts of parents and grandparents will turn to college tuition paymen Byline: CHARLES PAIKERT ...
- Research articles 2005-06-27
- Short Interests: Kicking around the idea of adviser-sold 529 plans.(News)
- Byline: Rick Miller, Christine S. Lee and Bruce Kelly Some states with direct-sold 529 college savings plans are looking at options for advisers. Illinois is expected to issue a request for proposals this month for an...
- Research articles 2004-03-08
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