Search

Your search keyword '"529 plans (Investments) -- Evaluation"' showing total 56 results
Start Over Descriptor "529 plans (Investments) -- Evaluation"
56 results on '"529 plans (Investments) -- Evaluation"'

1. Major Features of 529 Plans and Coverdells

Author

Hughes, Joseph S., Sherlock, Molly F., and Crandall-Hollick, Margot L.

Subjects
529 plans (Investments) -- Evaluation, Coverdell Education Savings Accounts -- Evaluation, Government
Abstract

Updated June 20, 2019 There are two types of tax-advantaged education savings accounts. The first are qualified tuition programs (QTPs), commonly called 529 plans (referring to the section of the [...]

Published
2019

2. Mapping your future: Mind your personal finances (as well as your business) so you have the lifestyle you want-now and in retirement

Author

Lesonsky, Rievd

Subjects
529 plans (Investments) -- Evaluation, Personal finance -- Management, Private banking -- Management, Company business management, Business, general, Business
Abstract

You're laser-focused on your business's financial success. But what about your personal finances? A study by The American College reveals some statistics sure to make a small-business owner think deeper: [...]

Published
2014

3. Rethinking college savings strategies: opportunities and pitfalls in integrating retirement and college savings

Author

Kobelsky, Kevin and Wilkinson, Brett

Subjects
529 plans (Investments) -- Evaluation, Personal finance -- Management -- Evaluation, Tax credits -- Evaluation, Retirement planning -- Evaluation, Taxable income -- Evaluation, Tax deductions -- Evaluation, Banking, finance and accounting industries, Business, Company business management, Management, Evaluation
Abstract

With rapidly increasing college costs, the need for a carefully developed college savings strategy has never been greater. According to the College Board, the average annual cost of a four-year [...]

Published
2007

5. Overcoming 529 plan resistance: if 529 college savings plans are so great, why are only 20 percent of advisors selling them?

Author

Rusoff, Jane Wollman

Subjects
529 plans (Investments) -- Evaluation, College savings plans -- Evaluation, Investment advisers -- Beliefs, opinions and attitudes, Banking, finance and accounting industries, Business, Insurance
Abstract

[ILLUSTRATION OMITTED] BEHOLD THE SECTION 529 COLLEGE SAVINGS PLAN! A splendid door-opener for financial advisors. Exceptionally tax-efficient. Striking in its flexibility. Why, you'd think this product would be as popular [...]

Published
2003

6. The top college savings plans

Author

Anderson, Thomas M.

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Evaluation, Student aid -- Evaluation, Student aid -- Management, Student assistance programs -- Evaluation, Student assistance programs -- Management, Investments -- Management, Investments -- Methods, Company business management
Published
2010

8. The average 529 college savings account hits a record high. But it's still not enough

Author

Singletary , Michelle

Subjects
529 plans (Investments) -- Evaluation, Government aid to education -- Evaluation, Higher education costs -- Forecasts and trends, Market trend/market analysis, Business, Computers and office automation industries, Telecommunications industry
Abstract

Byline: Michelle Singletary The cost of college just keeps climbing, so it's never too early to start planning for how you will pay for it. And if you think your [...]

Published
2018

9. Should employers sponsor Section 529 college savings plans?

Author

Rich, Joel I.

Subjects
Employee benefits -- Planning, 529 plans (Investments) -- Evaluation, Business enterprises -- Compensation and benefits, Business enterprises -- Human resource management, Employee benefits, Company business planning, Company personnel management, Business, Human resources and labor relations, Insurance
Abstract

An analysis of Section 529 college savings plans is provided.

Published
2002

10. CollegeAdvantage Direct 529 Ranks First in the Nation for Performance

Subjects
529 plans (Investments) -- Evaluation, Financial services -- Evaluation, Education, Savings, Editors, Financial services industry, Education, News, opinion and commentary
Abstract

2019 JUL 10 (VerticalNews) -- By a News Reporter-Staff News Editor at Education Letter -- Ohio's 529 Plan continues to receive high ranks for its long-term investment performance. The CollegeAdvantage [...]

Published
2019

11. Can 529 plan savings be used to buy a computer? Software? A car?

Subjects
529 plans (Investments) -- Evaluation, Savings -- Evaluation, Personal finance -- Management, Company business management, Business, Computers and office automation industries, Telecommunications industry
Abstract

When it comes to tax-advantaged investment funds, the rules about withdrawing the money can leave people confused. In a recent column, I debunked five myths of 529 college-savings plans (http://wapo.st/2sgIGOd). [...]

Published
2017

12. Parents, do you have the best 529 college savings plan? (Yes, you can choose.)

Author

Leamy, Elisabeth

Subjects
529 plans (Investments) -- Evaluation, Personal finance -- Methods, Tax deductions -- Laws, regulations and rules, Government regulation, Business, Computers and office automation industries, Telecommunications industry
Abstract

Byline: Elisabeth Leamy Parents may be able to accumulate more money to pay for college by investing in an out-of-state 529 plan. Yet many don't even know it's possible. Eighty [...]

Published
2017

13. The best and worst 529 plans

Author

Kinnel, Russel

Subjects
529 plans (Investments) -- Evaluation, Mutual funds -- Analysis, Personal finance
Published
2010

14. Not-So-Simple College Savings

Author

Anderson, Thomas M.

Subjects
529 plans (Investments) -- Evaluation, College costs -- Management, Employee benefits -- Evaluation, Employee benefits, Company business management
Published
2008

15. Where to Stash College Cash

Author

Clark, Jane Benett

Subjects
529 plans (Investments) -- Evaluation, College costs -- Finance, Company financing
Published
2008

17. Wealth Management Media Scan

Subjects
Retirement planning -- Analysis, 529 plans (Investments) -- Demographic aspects, 529 plans (Investments) -- Evaluation, 529 plans (Investments) -- Media coverage, Portfolio management -- Media coverage, Mutual funds -- Evaluation, Investors -- Demographic aspects, Financial planning -- Demographic aspects, Banking, finance and accounting industries, Business, Economics
Abstract

Back in Class Older investors are turning to section 529 plans to enhance their retirement savings, The Wall Street Journal reported. Seniors can use the nontaxable money in the accounts [...]

Published
2006

19. 529 Accounts Go to the Head of the Class

Author

Lim, Paul J.

Subjects
College savings plans -- Laws, regulations and rules, 529 plans (Investments) -- Evaluation, Government regulation
Published
2006

20. How Can We Help Our Grandkids Pay for College?

Author

Lankford, Kimberly

Subjects
529 plans (Investments) -- Evaluation, Personal finance -- Management, Investments -- Management, Investments -- Methods, Company business management
Published
2006

21. What $1,000 Can Do

Author

MARQUARDT, KATY, GOLDBERG, STEVEN T., KOSNETT, JEFFREY R., ANDERSON, THOMAS M., ANDERSON, JESSICA, FRANKLIN, MARY BETH, BERTOLUCCI, JEFF, KOUNTZE, ELIZABETH, HEBERT, AMY ESBENSHADE, O'NEILL, SEAN, and TANZER, ANDREW

Subjects
Investments -- Evaluation, Investments -- Rankings, Investments -- Taxation, 529 plans (Investments) -- Evaluation, Personal finance -- Methods, Property and casualty insurance -- Purchasing, Emergency management
Published
2006

23. Investing for a Grandchild's Future

Author

Lankford, Kimberly

Subjects
529 plans (Investments) -- Evaluation, Personal finance
Abstract

We were recently blessed with a granddaughter and would like to make an investment for her future. What would be the best vehicle for a lump-sum investment for her? Congratulations [...]

Published
2005

26. Money: Fab 529'S

Author

Stern, Linda

Subjects
Evaluation, 529 plans (Investments) -- Evaluation, Mutual fund industry -- Evaluation, Mutual funds -- Evaluation
Published
2004

27. Benefits: Looking for the Next 401(k)?

Subjects
529 plans (Investments) -- Evaluation, Small business -- Human resource management -- United States, College savings plans -- Evaluation, Home-based businesses, Small business, Company personnel management, SOHO
Abstract

Ilan Mochari A tax-free savings plan for college sounds like a great perk, but take a close look at the fine print before signing on. Benefits Stephanie Shaw, the vice-president […]

Published
2003

28. College-bound: on the long road from diapers to sheepskin, '529' plans can help - to a point

Author

Willoughby, Jack

Subjects
Mutual fund industry -- Directories, Mutual fund industry -- Marketing, 529 plans (Investments) -- Directories, 529 plans (Investments) -- Prices and rates, 529 plans (Investments) -- Purchasing, 529 plans (Investments) -- Evaluation, College savings plans -- Directories, College savings plans -- Evaluation, Company marketing practices, Company pricing policy, Banking, finance and accounting industries, Business
Abstract

More than 80 '529' savings funds are listed by state, with grade ratings by 401Kid, and includes fund management company, fees, contribution limits, and state tax rates. Limitations (high fees, limited investment choices) and benefits of '529's are also analyzed.

Published
2003

29. Grading 529 College Savings Plans

Subjects
529 plans (Investments) -- Evaluation, College savings plans -- Evaluation
Abstract

Over the last couple of decades, American parents have poured about $80 billion into a kind of college savings fund called a 529. They're tax free, and they're run jointly [...]

Published
2009

30. Grading 529 College Savings Plans

Subjects
Company business management, 529 plans (Investments) -- Evaluation, Personal finance -- Management -- Evaluation
Abstract

To listen to this broadcast, click here:http://www.npr.org/templates/story/story.php?storyId=104302082 STEVE INSKEEP, host: This is the season when students graduate from high school and their parents worry about paying for college. Many hope [...]

Published
2009

31. Advisors can sway boomers' view of 529 savings plans, survey shows: talking about education can also build trust in the advisor

Author

Thomas, Trevor

Subjects
529 plans (Investments) -- Evaluation, Financial planners -- Surveys, Financial planners -- Baby boom generation market, Business, Insurance
Abstract

[ILLUSTRATION OMITTED] DESPITE THE CONSIDERABLE tax benefits 529 college savings plans offer, numerous parents still do not have a 529 plan, a recent survey by Hartford Financial Services Inc. found. [...]

Published
2007

32. 529 plans are best way to pay for children's college expenses

Author

Greenwald, Joel

Subjects
529 plans (Investments) -- Evaluation, Education -- Finance, Universities and colleges -- Finance -- United States, Company financing, Business, Economics, Health care industry
Abstract

Q I always thought that, as a family doctor, I'd have no trouble paying for my children's college education. But with the price of a year of college nearing $60,000, [...]

Published
2013

33. Website can guide confused parents through maze of 529 savings choices

Author

Block, Sandra

Subjects
529 plans (Investments) -- Evaluation, Financial services industry -- Service introduction, Financial services industry -- Evaluation, Online information services -- Service introduction, Online information services -- Evaluation, Nonprofit organizations -- Service introduction, Investments -- Management, Online financial information service, Company service introduction
Published
2007

34. Contributions to 529 accounts

Author

Skloff, Aaron

Subjects
529 plans (Investments) -- Evaluation, Business, Economics, Health care industry
Abstract

Q: I've heard there is a way that my husband and I could contribute more than the $13,000 annual limit to our children's 529 accounts. Is that true? A: Yes. [...]

Published
2010

35. Kids' college fund can wait, but your future security can't

Author

Block, Sandra

Subjects
Personal finance -- Planning, Personal finance -- Management, College savings plans -- Evaluation, 529 plans (Investments) -- Evaluation, College costs, Company business management, Company business planning
Published
2005

36. Time for a lesson in 529 college plans

Author

Cleveland, Bill

Subjects
Company investment, Universities and colleges -- Investments, Universities and colleges -- United States, 529 plans (Investments) -- Evaluation, 529 plans (Investments) -- Usage, Tax planning -- Methods
Abstract

As I write this article, oil has hit new highs and the markets have trended back toward the lows of the year. While these are obviously issues to be concerned [...]

Published
2008

37. College savings: the excuses are vanishing

Subjects
Company financing, 529 plans (Investments) -- Evaluation, College savings plans -- Evaluation, Savings accounts -- Innovations -- Evaluation, Investors -- Finance
Abstract

THIS is going to be Joe's year. Finally, my wife and I are going to set money aside for his college education. For years, we had been putting money away […]

Published
2003

38. Fidelity, Strong, Schoolhouse top kasina 529 Web site survey

Author

Segal, Julie

Subjects
Fidelity Investments -- Evaluation, Fidelity Investments -- Marketing, 529 plans (Investments) -- Marketing, 529 plans (Investments) -- Evaluation, Web sites -- Evaluation, Mutual fund industry -- Marketing, Mutual fund industry -- Evaluation, Web site/Web page development, Company Web site/Web page, Company marketing practices, Banking, finance and accounting industries, Business
Abstract

Fidelity Investments, Strong Funds and Schoolhouse Capital have been recognized for having top-ranking 529 Web sites by kasina in a soon-to-be-released survey of college savings Web sites. Lee Kowarski, senior [...]

Published
2003

40. Grow Your Savings for College with a 529 Plan or Prepaid Tuition

Author

Marquardt, Katy

Subjects
College costs -- Social aspects, College costs -- Economic aspects, 529 plans (Investments) -- Evaluation, College savings plans -- Evaluation, Personal finance -- Planning, Personal finance -- Management, Company business planning, Company business management, General interest, News, opinion and commentary
Published
2008

41. Saving for college

Author

Panko, Ron

Subjects
529 plans (Investments) -- Evaluation, College savings plans -- Evaluation, Business, Insurance, Evaluation
Abstract

The characteristics of 529 savings plans extremely or very important to sales, according to producers: Performance 79% Multimanaged platform 67% Selling tools, such as calculators 58% Brand recognition 49% Wholesaling [...]

Published
2007

43. Independent 529 Plan takes different route

Subjects
Schools -- Iowa, Schools -- Finance, Schools -- Services, 529 plans (Investments) -- Evaluation, Company financing, Business, Business, regional
Abstract

The first national prepaid college plan geared to private rate schools has attracted 10 of Iowa's private institutions to sign on since its launch a year ago. The Independent 529 [...]

Published
2004

44. Financially protecting your child's college education

Subjects
529 plans (Investments) -- Evaluation, Periodical publishing -- Advertising -- Evaluation, Business, general, Business, Ethnic, cultural, racial issues/studies, Advertising, Evaluation
Abstract

With college and university costs rising out of control and financial markets slowly recovering from near-fatal disaster, there are a few investment plans that are designed to trim college costs--if [...]

Published
2004

45. Q & A

Subjects
Edward D. Jones & Company L.P. -- Officials and employees, Securities industry -- Officials and employees, 529 plans (Investments) -- Evaluation, Securities industry, Business, Business, regional
Abstract

As college costs continue to soar almost twice as fast as inflation, parents are turning to 529 college savings plans that offer tax-advantaged savings to fund future college and graduate [...]

Published
2003

46. The 4-1-1 on 529 college plans

Subjects
529 plans (Investments) -- Evaluation, College savings plans -- Evaluation, Consumer news and advice, Evaluation
Abstract

Many middle- and upper-income families can benefit greatly from a 529 college savings plan. Named for a section of the tax code, 529 plans allow savings to accumulate tax-free and [...]

Published
2002

47. Arizona 529 Fires Back at Morningstar's Low Score

Author

Abramovich, Giselle

Subjects
529 plans (Investments) -- Evaluation, College savings plans -- Evaluation, Banking, finance and accounting industries, Business
Abstract

Arizona is among the states with the worst 529 college savings plan, according to the most recent Morningstar rating, but the plan's director thinks it wasn't accurately evaluated. Morningstar was [...]

Published
2006

48. Fees fall on 529 plans; performance improves

Author

Gerencher, Kristen

Subjects
529 plans (Investments) -- Evaluation, 529 plans (Investments) -- Prices and rates, College savings plans -- Finance, Personal finance -- Management, Tuition -- Planning, Company pricing policy, Company financing, Company business management, Company business planning, News, opinion and commentary
Published
2010

49. Morningstar to begin rating '529' college-saving plans

Author

Kim, Jane J.

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, 529 plans (Investments) -- Evaluation, 529 plans (Investments) -- Rankings, 529 plans (Investments) -- Reports, College savings plans -- Evaluation, College savings plans -- Rankings, College savings plans -- Reports, Financial services industry, News, opinion and commentary
Published
2010

50. '529' plans: why so many flunk out

Author

Blumenthal, Karen

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Evaluation, Education, Higher -- Finance, College costs -- Management, Investments -- Management, Tuition -- Management, Financial planning, Company business management, Company financing, News, opinion and commentary
Published
2010

Catalog

Books, media, physical & digital resources
See catalog results