529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
IRS: Stop Using 529 Plans To Evade Gift Tax
By Staff WriterThe Internal Revenue Service wants to limit taxpayers' ability to make creative use of college savings program tax breaks.The IRS is getting ready to write ...
March 18, 2007
Morningstar Rates The Best And The Worst 529 PlansBoomers putting their kids through college may be surprised to learn that there can be significant differences in the financial returns afforded by the many ...
February 27, 2007
They Shouldn't Have to AskAccording to a survey commissioned by Hartford Life, a large percentage of people are interested in 529 plans. However, the percentage of people that are actually offered a 529 program by their advisor is much lower. Conducted in early fall of 2006 by Opinauri, Inc., the survey interviewed 300 parents...
February 18, 2007
PPA Gives 529 Plans A BoostSection 529 College Savings Plans have experienced a surge in growth as parents take advantage of provisions of the Pension Protection Act of 2006, industry ...
February 18, 2007
529s And Federal Budget ProposalsOther developments are occurring in Washington that could ultimately affect 529 sales, although professionals had varying views on their chances of threading their way through ...
February 18, 2007
PPA Gives 529 Plans A BoostSection 529 College Savings Plans have experienced a surge in growth as parents take advantage of provisions of the Pension Protection Act of 2006, industry ...
October 29, 2006
Hartford: Grandparents Big Part Of 529 MarketFinancial advisors' older clients may want to hear about college savings.Researchers at a unit of Hartford Financial Services Group Inc., Hartford, have presented figures supporting ...
October 29, 2006
Hartford: Grandparents Big Part Of 529 MarketFinancial advisors' older clients may want to hear about college savings.Researchers at a unit of Hartford Financial Services Group Inc., Hartford, have presented figures supporting ...