529 College Savings Plan Made Simple

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SphinxLegal, 2005 - College costs - 117 pages
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The 529 College Savings Plan is the best way for families to save for college. It offers tax advantages and breaks not found with other investment vehicles-helping more and more families find a way to pay the growing expenses of a college education.

However-the most valuable feature of the 529 Plan?
It is available to EVERYONE!

With The 529 College Savings Plan Made Simple, you can learn how to make a financial difference in the lives of your children, grandchildren or others. No longer are you confined to low-limit gifts or stuck with unrealistic timelines. You are able to keep control over the investment and make changes to your named beneficiary. Never before have you had this much freedom.

Every day that you do not take advantage of the tax-free growth and savings opportunity of a 529 College Savings Plan is another day you have less to give your family.

Take charge and make the future happen today!
 

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Contents

The Basics of 529 Plans
15
Helping Save for College
31
Taxation of College Savings Plans
53
Beneficiary Planning
63
Ownership and Maintenance
73
The Role of the Advisor
81
Estate Planning and the College Savings Plan
85
The Future of 529 Plans
99
Glossary
103
State Program Internet Links
111
About the Authors
119
Back Cover
121
Copyright

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About the author (2005)

Richard A. Feigenbaum is founder of College Savings Consultants, Inc. a Wellesley, Massachusetts based consulting firm focused on Section 529 College Savings Plans (www.529consulting.com) and technology solutions for the 529 industry. Richard Feigenbaum is also a practicing, estate planning attorney. Mr. Feigenbaum received his law degree, as well as a graduate law degree in Taxation, from Boston University School of Law. He has authored a book on probate law and has taught probate law for the Northeastern University Financial Planning Institute and the Professional Paralegal Program. Mr. Feigenbaum has co-authored "Estate Administration for the Paralegal," published by Massachusetts Continuing Legal Education, Inc. Attorney Feigenbaum is a member of the Boston Estate Planning Council, is listed in "Who's Who in Executives and Professionals," and is a frequent lecturer on estate planning topics for charities and financial services organizations. David J. Morton is a Managing Director of Wachovia Securities in Boston, Massachusetts, and is involved in the management of assets for individuals and corporations and in capital raising activities for businesses. He is a Registered Investment Advisor and is the co-recipient of the 2001 New England Benefits Council Award for his work in bringing the College Savings 529 Plan to industry. Mr. Morton is a graduate cum laude from Bowdoin College and resides with his family in Dover, Massachusetts.

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