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79 results on '"529 plans (Investments) -- Management"'

1. Using College Account Funds for Retirement

Author

Carrns, Ann

Subjects
529 plans (Investments) -- Management, Individual retirement accounts -- Management, Company business management, General interest, News, opinion and commentary
Abstract

But there are caveats to moving the money into Roth I.R.A.s, and the government still has to issue guidelines about the option. Starting this year, some of the money in [...]

Published
2024

2. Maryland's takeover of troubled 529 savings agency off to a rocky start

Author

Douglas-Gabriel, Danielle

Subjects
Maryland -- Economic aspects -- Social aspects, 529 plans (Investments) -- Management, Company business management, General interest, News, opinion and commentary
Abstract

Byline: Danielle Douglas-Gabriel Weeks after Maryland Treasurer Dereck Davis assumed control of the state's troubled college savings agency, parents are accusing his office of a lack of transparency and urgency [...]

Published
2023

3. How to use FSAs, HSAs, 529s to cut tax bills

Author

Lee, Medora

Subjects
529 plans (Investments) -- Management, Tax planning -- Methods, Flexible spending accounts -- Management, Health savings accounts -- Management, Savings -- Methods, Company business management, News, opinion and commentary
Abstract

Byline: Medora Lee, USA TODAY Health care and education expenses are unavoidable for most Americans, but there are ways to make sure your money's not just taking a one-way trip [...]

Published
2023

4. When Your College Savings Take a Hit

Author

Carrns, Ann

Subjects
529 plans (Investments) -- Management, Personal finance -- Management, Company business management, General interest, News, opinion and commentary
Abstract

As the stock and bond markets have wobbled, 529 plans have taken a tumble. There's no one-size-fits-all answer, but you have options. Many families saving for college are seeing red [...]

Published
2022

5. Vaccination Dilemma

Author

Galanes, Philip

Subjects
529 plans (Investments) -- Management, Vaccination -- Forecasts and trends, Employers -- Social aspects, Weddings -- Social aspects, Gift cards -- Influence, Company business management, Market trend/market analysis, Company distribution practices, General interest, News, opinion and commentary
Abstract

A company is encouraging workers to share pictures of their vaccination cards in exchange for gift cards. One reader is feeling wary. The large company I work for has offices [...]

Published
2021

6. The market is teetering, but keep funding your kid's 529 plan

Author

Singletary, Michelle

Subjects
529 plans (Investments) -- Management, Personal finance -- Management, Financial management -- Methods, Stock markets, Financial markets, Parenting, Company business management, Business, Computers and office automation industries, Telecommunications industry
Abstract

Byline: Michelle Singletary When my husband tells me to 'calm down,' even if my concern is warranted, I want to punch him. In my mind, when he says those two [...]

Published
2020

7. Building a bridge to college financing: with college costs rising out of control and financial markets in turmoil, 529 plans can save the day--if managed properly

Author

Herd, Kelly D.

Subjects
Management -- Methods, 529 plans (Investments) -- Management, 529 plans (Investments) -- Analysis, 529 plans (Investments) -- Product information, Company business management
Abstract

Three years ago, Robin Walker didn't have any money invested to cover either of her children's post-secondary school costs. While the legal secretary made a reasonable salary, she knew she […]

Published
2004

8. Saving for college not always a priority

Author

Herron, Janna

Subjects
529 plans (Investments) -- Management, Savings, Personal finance -- Surveys -- Management, Higher education costs, Company business management, News, opinion and commentary
Abstract

Byline: Janna Herron, USA TODAY While many parents consider education a top priority for their children, their savings habits say otherwise, according to a recent survey. Almost two-thirds of adults [...]

Published
2018

9. Federal 529 College Savings Plan: What You Should Know

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Laws, regulations and rules, 529 plans (Investments) -- Service development, Education -- Finance, Education -- Management, Company business management, Government regulation, Company service development, General interest
Abstract

To listen to this broadcast, click here: http://www.npr.org/templates/story/story.php?storyId=104532692 LYNN NEARY, host: Many young people searching for summer jobs are trying to find ways to earn money for college. Another strategy [...]

Published
2009

10. 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

11. Salvage your savings

Author

Clark, Jane Bennett

Subjects
College students -- Education, College students -- Finance, 529 plans (Investments) -- Management, Education, Higher -- Finance, Education, Higher -- Planning, Portfolio management -- Methods, Company business management, Company financing, Company business planning
Published
2009

12. Tuition magicians: when financial-aid prospects are dim, some parents find smart ways to boost their children's college funds

Author

Leone, Marie

Subjects
529 plans (Investments) -- Management, College savings plans -- Management, Company business management, Banking, finance and accounting industries, Business
Abstract

FOR MANY PARENTS, anxiety about paying for their children's college educations sets in at about the same time the '+' sign on the pregnancy test comes into view. The cost [...]

Published
2007

13. A lesson on savings

Author

Frankel, Matthew

Subjects
529 plans (Investments) -- Management, Savings -- Methods, Personal finance -- Methods, Individual retirement accounts -- Management, Company business management, News, opinion and commentary
Abstract

Byline: Matthew Frankel, The Motley Fool A: There's no perfect answer to this question, and the best choice depends on which account type's benefits work best for you. 529 savings [...]

Published
2017

14. How to Manage a 529 Plan for Your Child's Education

Author

Carrns, Ann

Subjects
529 plans (Investments) -- Management, Investment management -- Methods, Higher education costs -- Management, Company business management, General interest, News, opinion and commentary
Abstract

Saving money in a 529 plan offers families a way to put cash away for college and save on taxes as well. But if your child is entering high school [...]

Published
2017

15. Section 529 education plans: the new employee benefit?

Author

Snyder, Michael B.

Subjects
United States. Internal Revenue Service -- Economic policy, 529 plans (Investments) -- Management, Employee benefits -- Management, Human resource management -- Methods, Administrative agencies -- Economic policy, Business enterprises -- Compensation and benefits, Business enterprises -- Human resource management, Employee benefits, Company business management, Company personnel management, Business, Human resources and labor relations, Insurance
Abstract

An analysis of US Internal Revenue Code Section 529 is provided.

Published
2002

16. Want to Help Pay for a Child's College? Grab a Gift Card

Author

Carrns, Ann

Subjects
529 plans (Investments) -- Management, Higher education costs -- Finance, Gift cards -- Usage -- Marketing, Company marketing practices, Company business management, Company financing, General interest, News, opinion and commentary
Abstract

Parents are often reluctant to solicit gifts for their children's college funds, even though they might prefer a gift of cash to another stuffed animal. But friends and relatives will [...]

Published
2016

17. Back To Basics

Author

Mont, Joe

Subjects
Fidelity Investments -- Services, 529 plans (Investments) -- Management, Mutual fund industry -- Services, Company business management, General interest, News, opinion and commentary
Abstract

Byline: Joe Mont Losing any investment is tough. Losing funds intended for a child's education, though, is as bad as it gets. At the height of the market's free fall [...]

Published
2010

18. My wife and I just had a baby girl.

Author

Court, Ben

Subjects
529 plans (Investments) -- Management, Company business management, Health
Abstract

Byline: Court, Ben My wife and I just had a baby girl. What's the latest on 529s? Are they still the best way to save for college? TIM, CHARLOTTESVILLE, VA [...]

Published
2010

19. The Perils of 529 College Plans

Author

Orr, Deborah

Subjects
529 plans (Investments) -- Management, College costs -- Management, Education -- Finance, Education -- Methods, Company business management
Published
2008

22. What Are Qualified Educational Expenses?

Author

Lankford, Kimberly

Subjects
Financial management -- Methods, 529 plans (Investments) -- Management, Tuition tax credits -- Management, Education -- Finance, Education -- Management, Company business management, Personal finance
Published
2008

23. How to choose the best retirement savings plan: Use as many tax-advantaged accounts as possible, then consider other options if necessary

Author

Witz, Jeff and Zemon, David

Subjects
Retirement planning -- Methods, 529 plans (Investments) -- Management, Personal finance -- Methods, Individual retirement accounts -- Methods, Company business management, Business, Health care industry
Abstract

Q I just started my career and want to save the most I can for my retirement. What are my options and how much can I save? A We are [...]

Published
2017

24. Doesn't Want to Go

Subjects
Windham Brannon -- Planning -- Officials and employees -- Management, 529 plans (Investments) -- Management, Accounting firms -- Planning -- Officials and employees, Company business planning, Company business management, Banking, finance and accounting industries, Business
Abstract

Some strategies will be impacted by a child's decision not to attend college, others are, according to Dale Baumann, principal with Windham Brannon, in Atlanta. One example is 529 plans. [...]

Published
2007

25. Best Ways to Cash In College Accounts

Author

Lankford, Kimberly

Subjects
529 plans (Investments) -- Management, Savings accounts -- Management, Credit management -- Methods, Company business management
Published
2007

27. In Brief: Vanguard, Upromise To Run Pa. 529 Plan

Subjects
Pennsylvania. Treasury Department -- Officials and employees, Vanguard Group Inc. -- Contracts, UPromise Inc. -- Contracts, 529 plans (Investments) -- Contracts, 529 plans (Investments) -- Management, College savings plans -- Management, College savings plans -- Contracts, Administrative agencies -- Officials and employees, Mutual fund industry -- Contracts, Contract agreement, Company business management, Banking, finance and accounting industries, Business, Economics
Abstract

The Pennsylvania Treasury Department has hired Vanguard Group Inc. and Upromise Inc. to overhaul its direct-sale 529 college savings plan. Vanguard, of Valley Forge, Pa., has taken over from Delaware [...]

Published
2006

28. In Brief: Kan. Renews American Century 529 Pact

Subjects
Kansas -- Finance, 529 plans (Investments) -- Contracts, 529 plans (Investments) -- Management, College savings plans -- Contracts, College savings plans -- Management, Holding companies -- Contracts, Contract agreement, Company business management, Company financing, Banking, finance and accounting industries, Business, Economics
Abstract

The Kansas State Treasurer's Office said it renewed its contract with American Century Proprietary Holdings Inc. to manage one of the state's section 529 college savings platforms, which now will [...]

Published
2006

29. In Brief: 529 College Savings Set 1Q Sales Record

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Finance, 529 plans (Investments) -- Statistics, College savings plans -- Growth, College savings plans -- Statistics, Company business management, Company financing, Company growth, Banking, finance and accounting industries, Business, Economics
Abstract

Buoyed by record sales, assets in 529 college savings plans reached an estimated $75.1 billion at March 31, up 38% from the year earlier, according to data from Financial Research [...]

Published
2006

30. The best and worst 529 plans

Author

Kinnel, Russel and O'Boyle, Kerry

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Statistics, Mutual fund industry -- Management, Investments -- Management, Investments -- Analysis, Company business management, Personal finance
Abstract

Assets in the increasingly popular state run 529 college savings programs reached US $60 billion by end September 2005, a 40% increase over the 2004 and was accompanied by a decline in costs. A short description on the good and bad impact of this program on various startup and already existing companies in the US are presented.

Published
2006

31. Expirations Shaking Up 529 Arena

Author

Ackermann, Matt

Subjects
Teachers Insurance and Annuity Association - College Retirement Equities Fund -- Contracts, Insurance industry -- Contracts, 529 plans (Investments) -- Management, College savings plans -- Management, Insurance industry, Contract agreement, Company business management, Banking, finance and accounting industries, Business, Economics
Abstract

The 529 college savings market is in flux as management contracts come up for renewal, a trend exemplified last week by TIAA-CREF's loss of its Missouri mandate. 'We could see [...]

Published
2006

32. 529s can be Used for Future Kids

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

I am 24 years old and single, but I hope to have a family someday. Can I open a 529 college-savings account, even though I don't have children? I am [...]

Published
2005

33. 529 Plan Execs Foresee Shakeout in the Business

Author

Ackermann, Matt

Subjects
State Street Corp. -- Management, Banking industry -- Management, 529 plans (Investments) -- Management, 529 plans (Investments) -- Finance, Banking industry, Company business management, Company financing, Banking, finance and accounting industries, Business, Economics
Abstract

In the wake of State Street Corp.'s decision to leave the 529 college savings business, executives and experts say they believe other providers could follow the Boston banking company out [...]

Published
2004

34. A 529 Has International Appeal

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

I'd like to start saving for my 5-year-old's education but we don't know where we're going to be living in 12 years. I'm from the UK, my wife is from [...]

Published
2004

35. Consider Your State's 529 First

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

My broker is pitching me its 529 plan. I've read about these on Kiplinger.com, so I know they're a good deal, but would it be better to invest directly with [...]

Published
2004

36. U. Pay College Finance 101: Workplace savings plans

Subjects
Employee benefits -- Management, 529 plans (Investments) -- Management, Company business management, Employee benefits, Business, Human resources and labor relations
Abstract

For employers, offering a college-savings plan (aka 529) appears to be a no-brainer. It is a cost-effective benefit that offers high value to employees with little administrative hassle. However, for [...]

Published
2003

37. 529 Plan Providers Seen Hurt: Low Balances as Assets Surge

Author

Ackermann, Matt

Subjects
Cerulli Associates -- Research, Banking industry -- Services, Banking industry -- Statistics, Banking industry -- Analysis, 529 plans (Investments) -- Management, 529 plans (Investments) -- Forecasts and trends, 529 plans (Investments) -- Statistics, Market trend/market analysis, Company business management, Banking industry, Banking, finance and accounting industries, Business, Economics
Abstract

High operating costs and low account balances may prompt a thinning in the number of providers in the 529 college savings market in the next couple of years, a research [...]

Published
2003

38. Knowledge is Power: New tax laws and a wave of automation could make 529 plans the college savings option of choice. It would help if more people knew what they were

Author

Adams, John

Subjects
BankAmerica Corp. -- Planning, BankAmerica Corp. -- Management, BankAmerica Corp. -- Services, 529 plans (Investments) -- Management, 529 plans (Investments) -- Planning, 529 plans (Investments) -- Services, Banking industry -- Management, Banking industry -- Planning, Banking industry -- Services, College savings plans -- Management, College savings plans -- Planning, College savings plans -- Services, Company business management, Company business planning, Banking industry, Banking, finance and accounting industries, Business, Computers and office automation industries, Economics
Abstract

Banc of america capital management hopes it's riding a groundswell in touting tax-friendly 529s-college savings plans that are getting more flexible for investors by the day. The problem: Most Americans [...]

Published
2003

39. Seed a College Fund

Author

McGrath, Courtney, Franklin, Mary Beth, Frailey, Fred W., O'Neill, Sean, Knestout, Brian P., Goldberg, Steven T., Schiffres, Manuel, Davis, Kristin, Kosnett, Jeffrey R., Frick, Robert, and Beales, Rosemary

Subjects
529 plans (Investments) -- Management, College savings plans -- Investments, Investments -- Evaluation, Company business management, Company investment
Published
2002

40. For Me Or Not For Me

Author

Gladstone, Jon

Subjects
College savings plans -- Management, 529 plans (Investments) -- Management, Company business management, Law
Published
2002

41. Best state: Nevada, for helping kids save for college

Author

Wilson, Reid

Subjects
Nevada -- Educational aspects -- Education policy, 529 plans (Investments) -- Management, Federal aid to higher education, Company business management, General interest, News, opinion and commentary
Abstract

Byline: Reid Wilson College is getting more expensive. Tuition plus room and board at a four-year institution cost more than $23,000, on average, in the 2011-2012 school year, according to [...]

Published
2014

42. Make sure creditors can't touch college savings

Author

Farber, Lawrence

Subjects
Company business management, Company financing, Government regulation, Physicians -- Finance, 529 plans (Investments) -- Management, Savings -- Management
Abstract

Q: I want to take advantage of the tax breaks a college savings program (529 plan) offers, but would my contributions to it be vulnerable in case of a malpractice [...]

Published
2003

43. 529 plans are the place to start when it comes to college

Author

Krantz, Matt

Subjects
529 plans (Investments) -- Management, Company business management, News, opinion and commentary
Abstract

Byline: Matt Krantz A: Investors know they have to start early if they're going to have a chance to save for major expenses such as retirement and buying a home. [...]

Published
2013

44. The Emotional Lure Of Prepaid College

Author

Carrns, Ann

Subjects
529 plans (Investments) -- Management, College costs, Personal finance -- Management, Universities and colleges -- Services -- United States, Company business management, General interest, News, opinion and commentary
Abstract

CORRECTION APPENDEDMATTHEW ROGERS'S infant daughter was just weeks old when he learned that her grandfather already had plans for her. His father, a college administrator, told him in January that [...]

Published
2013

45. The 529 plan: save for college and reduce taxes: flexible state-sponsored accounts accumulate earnings free of federal income tax

Author

Blau, Joel M. and Paprocki, Ronald J.

Subjects
Estate planning -- Methods, 529 plans (Investments) -- Management, Grandparent-child relations -- Economic aspects, Company business management, Business, Health care industry
Abstract

Q As a grandparent, how does funding my grandchildren's college plan impact my estate? A Saving for college is one of the most daunting financial tasks a family can face, [...]

Published
2016

46. Employer help for 529 plans

Author

Carrns, Ann

Subjects
529 plans (Investments) -- Management, Employer-supported education -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Those fortunate enough to have a workplace retirement plan know that one incentive for taking part is that many companies offer to match at least part of your contribution. So [...]

Published
2012

47. Giving to a Newborn's College Savings Plan

Author

Lieber, Ron

Subjects
529 plans (Investments) -- Management, Financial services industry -- Services, Company business management, Financial services industry, General interest, News, opinion and commentary
Abstract

The best gift any of us can give to newborn babies is to point their sleep-deprived parents in the direction of a good 529 or other college savings plan and [...]

Published
2012

48. Investing for your child's future

Author

Waggoner, John

Subjects
529 plans (Investments) -- Management, Personal finance -- Management, Parent and child -- Economic aspects, Individual retirement accounts -- Management, Investments -- Management, Company business management, News, opinion and commentary
Abstract

Byline: John Waggoner Now that little baby Bunky has arrived, several thoughts have crossed your sleep-deprived mind. Where are my keys? Why can't I follow the plot of Where's Spot? [...]

Published
2012

49. Now that 529 college plan tax breaks are permanent, it's time to save

Author

Block, Sandra

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Laws, regulations and rules, 529 plans (Investments) -- Services, College costs -- Finance, Company business management, Government regulation, Company financing
Published
2006

50. Choose wisely when investing in 529 college savings plans

Author

Block, Sandra

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

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