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Author Feigenbaum, Richard A
Title 529 College Savings Plan Made Simple
Imprint Naperville : Sphinx Publishing, an Imprint of Sourcebooks, Inc., 2005
©2005
book jacket
Descript 1 online resource (130 pages)
text txt rdacontent
computer c rdamedia
online resource cr rdacarrier
Note 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
Description based on publisher supplied metadata and other sources
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2020. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries
Link Print version: Feigenbaum, Richard A. 529 College Savings Plan Made Simple Naperville : Sphinx Publishing, an Imprint of Sourcebooks, Inc.,c2005 9781572484832
Subject College costs -- United States.;Education savings accounts -- United States.;Finance, Personal -- United States
Electronic books
Alt Author Morton, David J
Morton,
Morton, David
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