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Article Archive College Savings Educator

TitleAuthorDate
2009's Best and Worst 529 PlansGreg Brown06/26/2009
2011 529 Research Paper and Industry SurveyLaura Pavlenko Lutton10/27/2011
529 College-Savings Plans Lag, But Don't Count Them OutKathryn Spica, CFA06/03/2014
529 Contributions and the Five-Year ElectionSusan T. Bart09/23/2011
529 Plans Continue to Make the Grade With College SaversKathryn Spica, CFA05/30/2014
529 Plans Versus 2503(c) TrustsSusan T. Bart08/28/2009
529 Plans Versus Crummey Trusts for Single BeneficiariesSusan T. Bart09/25/2009
529 Plans Versus Shared Crummey Trust for GrandchildrenSusan T. Bart11/20/2009
529 Plans Versus Shared Crummey Trusts for ChildrenSusan T. Bart10/23/2009
529 Rollover Can Have Tax Impact--For Good or BadAdam Zoll11/30/2012
529 Savers - Should You Stay or Should You Go?Kathryn Spica, CFA10/29/2013
529 Tax Credit or Deduction: Which Is More Valuable?Adam Zoll08/13/2013
529s and BankruptcySusan T. Bart02/26/2010
529s and Crummey TrustsSusan T. Bart01/27/2012
529s and Generation-Skipping TrustsSusan T. Bart07/23/2010
529s and MedicaidSusan T. Bart04/26/2013
A Cautionary Tale on 529 Tax RulesSusan T. Bart03/29/2012
A Gift Tax Loophole for 529 PlansAdam Zoll08/31/2012
A Quick 529 Tax Tip That Could Save You Big MoneyAdam Zoll07/30/2013
Bankruptcy Protection and 529 AccountsSusan T. Bart10/26/2012
Beneficiary in the Dark on 529 AccountSusan T. Bart07/29/2011
Caveats Remain on Trust-Owned 529sSusan T. Bart01/25/2013
Changing 529 Account OwnersSusan T. Bart04/22/2011
Choice of 529 Plan Type Not Set in StoneAdam Zoll12/24/2013
Cloudy With a Chance of High FeesLaura Pavlenko Lutton05/28/2010
College Expenses and the Stimulus PackageSusan T. Bart03/27/2009
College Planning Q&A: 'Gifting' UTMA AssetsSusan T. Bart04/25/2008
College Planning Q&A: 2503 (c) Trusts and 529sSusan T. Bart01/23/2009
College Planning Q&A: 529 Assets and MedicaidSusan T. Bart01/27/2006
College Planning Q&A: 529 Changes and the Market ClimateSusan T. Bart12/19/2008
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1 - 30 of about 121 Results
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