529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Treasury and IRS increase flexibility for 529 plans
By Staff WriterA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...
August 01, 2008
529 Boot CampSavingForCollege.com's sixth annual 529 conference will take place September 24-26 at the Mandalay Bay resort in Las Vegas. "The first day is our boot camp,"...
August 01, 2008
Eternal StudentsIn case you haven't noticed, back-to-school season is already upon us. Students entering their senior year of high school will be making last-minute visits to...
April 18, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
April 17, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
March 04, 2008
All 529s Are Not AlikeRecent Savingforcollege.com research explored the fees attached to 529 plans nationwide, resulting in a list of the lower- and higher-cost plans. According to the study, the least-expensive 529 plans available are offered by Utah, Oregon, Ohio, Illinois, and North Carolina, while the most expensive plans are offered by Montana, Nebraska,...
February 20, 2008
Firm Identifies Low-Cost 529 PlansThe least expensive 529 college savings plans available nationwide are offered by Ohio, Illinois and North Carolina, a research firm reports.The study by Savingforcollege.com LLC, ...
January 18, 2008
IRS: Stop Using 529 Plans To Evade Gift TaxThe Internal Revenue Service wants to limit taxpayers' ability to make creative use of college savings program tax breaks.The IRS is getting ready to write ...