529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
529 Assets Surge, But Advisors Say The Plans Arent For Everyone
By Trevor ThomasByAssets invested in 529 college savings plans continue to surge, but many advisors caution they are not always appropriate for boomers.The College Savings Foundation in ...
May 20, 2004
Rapid Growth Seen For 529 PlansBySection 529 plans, a major college funding and estate planning tool for boomers and their parents, are poised for rapid growth, says a new study.Assets ...
April 12, 2004
Survey: Gen X 529 Market Has Growth PotentialNU Online News Service, April 12, 2004, 1:14 p.m. EDT -- Members of Generation X could prove to be a good market for 529 ...
April 01, 2004
Buy Now, Save LaterThe mounting assets in 529 college savings plans are a telltale sign of their popularity: From $19.2 billion in assets at the beginning of 2003,...
October 21, 2003
PFPC Offers 529 Plan Data ServiceNU Online News Service, Oct. 21, 2003, 1:23 p.m. EDT -- PFPC Inc., Wilmington, Del., has started a 529 college savings plan account data ...
September 22, 2003
Manulife Posts 529 Plan Estate Tax Savings CalculatorNU Online News Service, Sept. 22, 2003, 5:14 p.m. EDT -- Manulife USA, Boston, has posted an Estate Tax Calculator on its 529 college ...
August 24, 2003
Did You Know?Close to two-thirds of parents and grandparents are not at all familiar with the Section 529 college savings plans, a recent survey finds. However, ...
August 01, 2003
Campus CrusadeIn 1999, less than half the states in the U.S. offered 529 college savings plans. Among those that did, investment choices were limited, maximum contribution...