529 college savings plan made simple /

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?...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Feigenbaum, Richard A.
Otros Autores: Morton, David J., 1969-
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Naperville, Ill. : Sphinx, ©2005.
Edición:1st ed.
Temas:
College costs > United States.
Education savings accounts > United States.
Finance, Personal > United States.
STUDY AIDS > Financial Aid.
College costs.
Education savings accounts.
Personal finance > United States.
College costs
Education savings accounts
Finance, Personal
United States
Computer network resources.
Acceso en línea:Texto completo
Tabla de Contenidos:
  • 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.

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