529 Plan

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  1. Advice on Making Financial Gifts

    Commentary

    Mon, 14 Apr 2014

    financial gifts to your loved ones--helping your kids put together a down payment to buy a home, for example, or funding a 529 for your grandkids? If so, we'd like to hear your advice on gifting. What tips would you give others who are making financial

  2. Become a Better Index Investor

    Video Reports

    Fri, 11 Apr 2014

    working with an advisor that is part of the DFA program, or that don't have a DFA fund on their 401(k) platform or through a 529 college-savings plan. DFA works primarily with vetted advisors and vetted institutions. Vanguard, obviously, is accessible

  3. 7 Tax Fundamentals Every Investor Should Know

    Headlines

    Mon, 7 Apr 2014

    college, putting your money in a 529 plan or Education Savings Account can help ..... income, among others. 529 plans. A 529 plan is a tax-deferred, state-sponsored ..... varies by state. Contributions to a 529 plan are treated as a gift for gift-tax

  4. What to Do With a Tax Refund

    Headlines

    Sun, 6 Apr 2014

    sum tax refund will enable him to steer money to several different investment pools. On the list this year? "1. Kid's 529 college-savings plan (probably 30%-50%). 2. Park cash explicitly for the purpose of buying a few hundred gallons of

  5. You Call That Tapering?

    Headlines

    Wed, 2 Apr 2014

    are phase-outs of the phase-outs! While this is beyond the scope of this article, you can find out more using Publication 529 on the Internal Revenue Service Web site, www.irs.gov . Know Your Qualified Dividends from Your Nonqualified Dividends I

  6. How to Combat the Wealth Gap

    Headlines

    Wed, 26 Mar 2014

    at $409,913 for a newborn; $305,884 for a six-year old. Don’t wait until a child is 10 before you start funding 529 college savings plans , allowing you to put away money for education on a tax-favored basis. The time value of money counts

  7. Audience tumbles after restating Q4/2013 figures

    Headlines

    Mon, 17 Mar 2014

    Audience's Q4 net loss was $0.13/share instead of $0.11/share; Q4 hardware revenue was $31,109 instead of $31, 529 ; Q4 gross margin was 52.3% instead of 53.2%; year-end inventories totaled $13,422 instead of $13,581; and year

  8. College Planners: Avoid These Common FAFSA Mistakes

    Video Reports

    Tue, 11 Mar 2014

    eligibility. Another issue is saving for college in the child's name as opposed to the parent's name. If the money is in a 529 college-savings plan account, a prepaid tuition account, or a Coverdell Education Savings Account, it's going to be treated

    529 found at 5:09

    as opposed to the parent's name. If the money is in a 529 college-savings plan account, a prepaid tuition account, or a Coverdell Education Savings Account, it's going to be treated as though it were
  9. New portfolio.

    Commentary

    Tue, 4 Mar 2014

    and spouse also working. Both have stable jobs. willing to work for next twenty years. one child . will be contributing to 529 for college in next nine years. I made asset allocation plan consisting of following -- 95% - stock; 5% bond of stocks

  10. Morningstar's Tax Relief Week 2014

    Headlines

    Fri, 28 Feb 2014

    Me More in Capital Gains Taxes? A Tax Checklist for Same-Sex Couples Tuesday: Maximize Your Tax Shelters IRA, 401(k), 529 : What's the Best Tax-Sheltered Account Type for You? 10 Missteps With Tax-Sheltered Accounts Six Top Picks for Your IRA

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