The 529 College Savings Plan
"Clearly, this is the definitive guide to 529 plans. It is a must read for anyone who needs a detailed understanding of the most important financial vehicle since the advent of the 401(k)."
-William L. Koleszar, Chief Strategy Officer, BabyMint, Inc.
"A user-friendly guide to this new and powerful financial instrument...an important addition to college admissions literature."
-Edward B. Fiske, author of The Fiske Guide to Colleges
Whether you want to save for your children, grandchildren, spouse, friend or yourself, The 529 College Savings Plan is the way to go. This book guides you through the savings process, cuts through the legal and financial language and gets you focused on college savings. Learn how the 529 Plan differs from other savings programs and how it will work for you.
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The Basics of 529 Plans
Helping to Save for College
Taxation of College Savings Plans
Ownership and Maintenance
The Roles of the Advisor
Estate Planning and the College Savings Plan
The New Employee Benefit
Scholarship Programs and the 529 Plan