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Article Archive Susan T. Bart

TitleCollectionDate
529s and MedicaidCollege Savings Educator04/26/2013
Caveats Remain on Trust-Owned 529sCollege Savings Educator01/25/2013
Bankruptcy Protection and 529 AccountsCollege Savings Educator10/26/2012
Matching 529 Distributions with ExpensesCollege Savings Educator07/26/2012
A Cautionary Tale on 529 Tax RulesCollege Savings Educator03/29/2012
529s and Crummey TrustsCollege Savings Educator01/27/2012
529 Contributions and the Five-Year ElectionCollege Savings Educator09/23/2011
Beneficiary in the Dark on 529 AccountCollege Savings Educator07/29/2011
Changing 529 Account OwnersCollege Savings Educator04/22/2011
New Tax Law Alleviates 529 ConcernCollege Savings Educator01/28/2011
Cost of Attendance vs. Qualified ExpensesCollege Savings Educator10/22/2010
529s and Generation-Skipping TrustsCollege Savings Educator07/23/2010
Gifts and 529sCollege Savings Educator04/23/2010
End-of-Year 529 TimingCollege Savings Educator03/26/2010
529s and BankruptcyCollege Savings Educator02/26/2010
Education Credits and Other Tax ProvisionsCollege Savings Educator01/29/2010
Multi-Generation Trusts and 529 PlansCollege Savings Educator12/18/2009
529 Plans Versus Shared Crummey Trust for GrandchildrenCollege Savings Educator11/20/2009
529 Plans Versus Shared Crummey Trusts for ChildrenCollege Savings Educator10/23/2009
529 Plans Versus Crummey Trusts for Single BeneficiariesCollege Savings Educator09/25/2009
529 Plans Versus 2503(c) TrustsCollege Savings Educator08/28/2009
IRA Withdrawals for Qualified Higher Education ExpensesCollege Savings Educator07/31/2009
Gift Exclusions and Scholarship ExceptionsCollege Savings Educator06/26/2009
Estate Taxes and the Five-Year ElectionCollege Savings Educator05/15/2009
Make College Affordable Despite the DownturnCollege Savings Educator04/24/2009
College Expenses and the Stimulus PackageCollege Savings Educator03/27/2009
College Planning Q&A: Grandparents, 529s, and Estate TaxesCollege Savings Educator02/27/2009
College Planning Q&A: 2503 (c) Trusts and 529sCollege Savings Educator01/23/2009
College Planning Q&A: 529 Changes and the Market ClimateCollege Savings Educator12/19/2008
College Planning Q&A: Is a Car a Qualified Expense?College Savings Educator11/21/2008
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