529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
529 Boot Camp
By Staff WriterSavingForCollege.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,"...
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 ...
November 01, 2007
Assets in 529 Plans Grow; Some Changes to ComeThanks primarily to the 2006 Pension Protection Act, which made withdrawals from 529 college-savings plans exempt from income taxes, interest in 529 plans has been...
September 17, 2007
Fidelity Notes Sharp Rise in 529 Plan AssetsFidelity Investments, which manages seven different 529 plans across the country, reported Sept. 17 that more than 100,000 new 529 college savings plan accounts were...
March 18, 2007
Morningstar Rates The Best And The Worst 529 PlansBoomers putting their kids through college may be surprised to learn that there can be significant differences in the financial returns afforded by the many ...