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529 savings plan

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The Best College-Savings Tool
If you're saving money for a college education, you need to have a 529 savings plan. MoneyWatch's Ray Martin explains why, and gives you three rules to keep in mind.
Tags: MoneyWatch, 529 Savings Plan, Ray Martin, College, Parent
Videos 2009-10-20

Additional Resources

Ohio set to offer CDs in 529 savings plan; FDIC ruling sparks interest from states.(News)
Byline: Charles Paikert NEW YORK - Ohio is poised to become the first major state to offer certificates of deposit through its Section 529 college savings program. Ohio's CollegeAdvantage 529 Savings Plan, the fourth-largest in the...
Tags: CD, FDIC
Research articles 2005-07-18
MFS Adds Its New MFS International Diversification Fund to 529 College Savings Plan Portfolio
BOSTON -- 529 investors can more highly diversify their portfolio while saving for college MFS Investment ManagementR announced the addition of its new MFSR International Diversification Fund to its 529 college savings plan portfolio. MFS administers the broker-sold MFSR 529 Savings Plan sponsored by the state of Oregon and...
Tags: MFS Investment Management
Research articles 2004-12-01
Legg Mason enters college savings plan market, but Md. remains closed
Baltimore-based Legg Mason Inc. launched its Core4College 529 savings plan yesterday just hours before the Maryland General Assembly voted for a bill aimed at strengthening the state's 529 college savings program.
Tags: Legg Mason Inc.
Research articles 2003-04-08
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
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
Vanguard 529 College Savings Plan Begins Accepting Investments
Business Editors/Education Writers VALLEY FORGE, Pa.--BUSINESS WIRE--Dec. 10, 2002 The Vanguard Group today announced that The VanguardR 529 College Savings Plan is effective and available for investments by contacting Vanguard at (866) 734-4530, or online via www.Vanguard.com. Designed for investors who prefer a low cost college savings...
Tags: UPromise Inc.
Research articles 2002-12-10
Indiana Education Savings Authority Announces New Program Manager of CollegeChoice 529 Investment Plan
Upromise Investments, Inc. will bring new enhancements and innovations to CollegeChoice 529 Investment Plan INDIANAPOLIS -- State Treasurer Richard Mourdock, Chairman of the Indiana Education Savings Authority, announced today that Upromise Investments, Inc. has been selected as the new program manager for Indiana's CollegeChoice 529 Investment Plan. "The...
Tags: UPromise Inc.
Research articles 2007-12-03
Arrive Education Savings Plan Expands to Offer Individual Mutual Fund Portfolios
Business Editors/Education Writers BOSTON--BUSINESS WIRE--Aug. 1, 2002 Schoolhouse Capital, Evergreen Investments, Prudential Financial, and AIG SunAmerica Mutual Funds Market Innovative 529 College Savings Plan Partners of the ArriveSM Education Savings Plan, an innovative multi-manager 529 plan that helps investors maximize college savings for their children...
Tags: American International Group Inc., asset, Benefits, FINANCE, financial, Investment, investor, Prudential Insurance Company of America, State Street Corp.
Research articles 2002-08-01
Utah's 529 college plan settles with SEC
The Securities and Exchange Commission said Thursday that it has reached a settlement with Utah's 529 college savings plan for allegedly failing to disclose problems in its operating systems that enabled a former director to misappropriate more than $85,000 in plan funds. The settlement resulted from the first SEC...
Tags: FINANCE, investor, Litigation, SEC, settlement, Utah
Research articles 2005-08-05
CollegeSense 529 Higher Education Savings Plan Expands Upromise Offerings
Business Editors PARSIPPANY, N.J.--BUSINESS WIRE--June 3, 2002 New York Life Investment Management LLC NYLIM today announced that the CollegeSenseSM 529 Higher Education Savings Plan has joined Upromise, enabling families to link their college savings with their 529 investment account. NYLIM offers CollegeSense in conjunction with Schoolhouse Capital, LLC...
Tags: UPromise Inc.
Research articles 2002-06-03
The Vanguard 529 College Savings Plan Reduces Expenses, Saving $1.8 Million Annually for College Investors
VALLEY FORGE, Pa. -- The Vanguard Group has announced expense reductions, effective June 1, 2009, across the entire line-up of investment options in The Vanguard 529 College Savings Plan,...
Tags: UPromise Inc.
Research articles 2009-05-26
Advantages Of A 529 College Savings Plan
Tax-deferral can have a dramatic affect on the growth of an investment. With a state-sponsored 529 College Savings Plan your contributions can grow tax-deferred some states allow contributions to be partially or completely deductible and distributed income tax-free as long as distributions are used for qualified education expenses such as...
Tags: Yahoo! Inc., Taxes, Free Trade, Personal Finance, Corporate Governance, Financial Planning, Finance, Business Operations, Corporate Law
Tools & templates 2009-01-01
Colorado agency names new managers for state's 529 college-savings plan.
By Aldo Svaldi, The Denver Post Knight Ridder/Tribune Business News Aug. 10--CollegeInvest has changed managers of the state's 529 college savings plan that is sold directly to the public. Officials said Monday that the move should provide participants with more ...
Tags: UPromise Inc.
Research articles 2004-08-10
Deduct 529-Plan Losses.(college savings plan)(Brief Article)
If the college-savings plan you set up for a grandchild is worth a lot less than when you contributed to it, there may be a way to use the loss to reduce your federal income-tax bill this year. This is how it works: You close...
Tags: deduction, FINANCE, income, Taxes
Research articles 2002-09-01
Evergreen Investments Rolls Out Arrive Education Savings Plan-SM-
Business Editors BOSTON--BUSINESS WIRE--Aug. 1, 2002 Helping American families save for higher education, Evergreen Investments introduces an innovative, multi-manager education savings program called Arrive Education Savings PlanSM. Created in partnership with Schoolhouse Capital LLC, a wholly owned subsidiary of State Street Corporation, Prudential Financial and AIG SunAmerica Mutual...
Tags: American International Group Inc., asset, Benefits, Evergreen, FINANCE, Investment, investor, Prudential Insurance Company of America, State Street Corp.
Research articles 2002-08-01
SEC is suing fired chief of Educational Savings Plan
Additional information: July 3: 529 plan 'chance to help kids' The Securities and Exchange Commission on Thursday filed a civil action in U.S. District Court against fired Utah Educational Savings Plan director Dale C. Hatch. The SEC this week also announced a settlement with the...
Tags: FINANCE, Litigation, SEC, Taxes
Research articles 2005-08-05
Bank Merger Could Broaden Investment Choices of Indiana's College Savings Plan.
By Chris O'Malley, The Indianapolis Star Knight Ridder/Tribune Business News Jan. 18--Bank One's plan to merge with New York-based J.P. Morgan Chase could broaden the investment choices available through Indiana's college savings plan, a state official says. But it...
Tags: bank, Bank One Corp., Benefits, FINANCE, Indiana, Investment, J.P. Morgan Chase & Co., merger
Research articles 2004-01-18
A College Savings Account Disaster
When 529 prepaid college plans arrived on the scene in the 1990s, the college savings accounts seemed like the dullest, most risk-free investments that a parent could ever make. The prepaid plans appeared perfect for conservative investors, who were too scared to save for college through the stock market. ...
Tags: Plan, Florida Legislature, Investment, Financial Accounting, Finance, Lynn O'Shaughnessy
Blog posts 2009-10-05
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