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  1. Why Use an Advisor?

    Headlines

    Wed, 23 May 2012

    state. Your child can live in Iowa, use a Pennsylvania 529 plan and go to college in Maine. The reason you might want ..... state tax break and invest through an out-of-state 529 plan is that not all 529s are built alike. Some plans offer

  2. Oracle: Get In On The Ground Floor

    Headlines

    Wed, 23 May 2012

    2012 Revenues $16,391 $17,315 $24,847 $26,205 Operating Income $5,436 $5,762 $7,674 $9,111 Net Income $3,702 $3,772 $5,338 $6, 529 Now, if you remember, Oracle completed its acquisition of Complete Story »

  3. A 'Sandwich Generation' Couple Checks Their Retirement Readiness

    Headlines

    Fri, 18 May 2012

    small pension that amounts to $10,000 per year. Their kids' college funds are also under control, as they saved enough in 529 plans to fully cover college for all three children. They also have good insurance coverage, including life insurance and long

  4. A Young Couple Kicks Their Financial Plan Into High Gear

    Headlines

    Wed, 16 May 2012

    IRA. They have also begun funding a 529 plan for their son. Chris notes that he ..... s Pension 49,793 17.55 N/A 529 Plan : Diversified Equity Fund 10,224 ..... US Idx FSGUX 10,000 3.52 N/A 529 Plan : Diversified Equity Fund 10,224

  5. Making Retirement Work Without a Huge Nest Egg

    Headlines

    Mon, 14 May 2012

    355 2.61 401(k): BlackRock Health Sciences Opps SHSSX 4, 529 1.04 401(k): Davis NY Venture NYVTX 13,903 3.20 401 ..... International PSILX 16,280 3.74 Roth: DWS Municipal Income KTF 1, 529 0.35 Roth: iShares Gold Trust IAU 1,678 0.39 N/A Roth

  6. State Street/Upromise 529 Offers ETFs & ETF-Based Plans

    Commentary

    Mon, 7 May 2012

    saving-for-college-etf-style-an-etf-friendly- 529 - plan ?source=yahoo " "College Date" Portfolios: These portfolios ..... Capital 1-3 Month T-Bill ETF ( BIL ). " SSgA/Upromise 529 https://www.spdrs.com/library-content/public

  7. New ICI Fact Book (2012 ed w/data to 2011)

    Commentary

    Sun, 6 May 2012

    individual chanters and data tables. It is a rich source of data on mutual funds, ETFs, CEFs, UITs, retirement plan and 529 funds. This edition published in 2012 has multi-year data to 12/31/2011. http://www.ici.org/pdf/2012_factbook

  8. (OT) 529 College Plans & VWELX

    Commentary

    Fri, 4 May 2012

    would also like to consider it for a 529 College fund investment, it's available at the Ohio CollegeAdvantage DIRECT 529 plan for a mere total cost of 0.42% ER ..... www.collegeadvantage.com/ohio- 529 -plans/collegeadvantage-direct

  9. Annaly Beats, Increases Leverage, But More Dividend Cuts Are Looming

    Headlines

    Thu, 3 May 2012

    share during Q4 of 2011. Annaly had also earned $0.92 during Q1 of 2011. Excluding unrealized gains, Q1 net income was $ 529 .3 million, or $0.54 per share, which is identical to Annaly's performance during Q4 of 2011 if unrealized losses were

  10. 529 Plan Manager Changes

    Commentary

    Mon, 30 Apr 2012

    http://www.smartmoney.com/plan/banking/states-up-pressure-on- 529 -plans-1335790004152/

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