529 Plan and College Savings

College Savings Rate

admin — Wed, 17 Aug 2011 21:25:28 +0000

Question: What are some good college savings funds which can keep up with soaring tuition rates nationwide? Answer: The 529 Plan is the most well-known and probably the most respected college savings plan out there. I don’t know much about it, but here’s a website: http://www.collegesavings.org/whatIs529.aspx Upromise is also a pretty cool program. It gives you money every [...]

College Savings Rate is a post from: 529 Plan and College Savings

529 Plan Utma

admin — Tue, 09 Aug 2011 00:43:55 +0000

Question: Can I move money from an UGMA/UTMA account to a 529 Plan? Answer: Interesting question: It appears you can transfer the funds from a UGTM to a 529, but the custodial rules of the UGMA would still apply. That is, the 529 would be owned by the student and custodianship will transfer when the student [...]

529 Plan Utma is a post from: 529 Plan and College Savings

529 Plan Estate Tax

admin — Wed, 27 Jul 2011 12:33:22 +0000

Question: What are some reasons why someone would need permanent life insurance? I dealt with over 150 clients in my career and haven’t found a single reason why someone would need permanent life insurance. All my clients have term insurance b/c I don’t see why anyone would need life insurance forever. I believe someone needs life [...]

529 Plan Estate Tax is a post from: 529 Plan and College Savings

529 Plan Gift Tax

admin — Tue, 26 Jul 2011 23:38:50 +0000

Question: How do the following make it easy to make $-efficiently? 529 Plans, 401k, Unified Tax Free…? 1)Zero Coupon bonds: taxable & tax-free 2)UGMA’S United Gift to Minor’s Act 3)529 Plans 4)Unified Tax Credit 5)ira trad -roth 6)401k 7)Index Funds 8)ETF’S Answer: In 401k, 529 plans and IRAs you do not need to worry about ta efficiency because the taxes are deferred until [...]

529 Plan Gift Tax is a post from: 529 Plan and College Savings

529 Plan And Taxes

admin — Tue, 26 Jul 2011 21:33:57 +0000

Question: Can 529 plans be used to save for tuition for schools outside the US? I am looking to save money for tuition for a reputed Business School outside the US. I am a non-resident alien working in the US, but am a resident for tax purposes. If I use a 529 Plan to save money [...]

529 Plan And Taxes is a post from: 529 Plan and College Savings

529 Plan Private High School

admin — Mon, 18 Jul 2011 03:31:04 +0000

Homes for sale Racine WI $216000 529 Plan Private High School is a post from: 529 Plan and College Savings Tags: 529 plan private high school, college, education, fafsa, financialaid, private high school, school Related posts 529 Plan Private School 529 Plan Pay Student Loans 529 Plan Law School 529 Plan Laptop 529 Plan For High School 529 Plan Fafsa 529 Plan And [...]

529 Plan Private High School is a post from: 529 Plan and College Savings

College Savings Ira

admin — Fri, 08 Jul 2011 22:33:20 +0000

Question: Can a minor own stocks and bonds? Can I own stocks and/or bonds if I am under eighteen, outside of a college savings plan, or IRA? Answer: Yes u can own shares. But only thing require is ur gurdian signature along with ur signatures. Retirement Plan 401k # 2-Rollover 401k To IRA-Self Directed 401k Retirement College [...]

College Savings Ira is a post from: 529 Plan and College Savings

529 Plan Age Limit

admin — Thu, 07 Jul 2011 17:59:23 +0000

Dragon Age: Origins – Part 529 529 Plan Age Limit is a post from: 529 Plan and College Savings Tags: 529 plan age limit, age limit Related posts Sorry, no related posts at this time.

529 Plan Age Limit is a post from: 529 Plan and College Savings

College Savings California

admin — Thu, 30 Jun 2011 18:19:13 +0000

Question: best bank for checking account for college student? i’m going to be in the southern california- san diego area, and there’s a credit union, which i seriously considered, but i’ve decided just to go with a big bank. it’s sort of between Bank of America and Wells Fargo. but now i’m starting to hear that [...]

College Savings California is a post from: 529 Plan and College Savings

Save For College

admin — Sun, 26 Jun 2011 18:31:54 +0000

Question: What is the best way to save for college? Need options like bonds, cd’s, investments. Do not want stocks or small percentage savings accounts. Answer: I highly suggest you see a financial advisor. there are many advisors out there that don’t charge a dime for their time. they can help you out and tell you [...]

Save For College is a post from: 529 Plan and College Savings

529 Plan Nevada

admin — Thu, 23 Jun 2011 20:16:16 +0000

Question: Does Cal Poly Pomona in California honor the 529 Plan? I live in Nevada but my parents own a house in California, my grandparents and currently living there and paying rent. I wanted to move in with my grandparents for while i’m going to college. How would this work? What are some options [...]

529 Plan Nevada is a post from: 529 Plan and College Savings

529 Plan Pa

admin — Wed, 22 Jun 2011 00:40:31 +0000

Question: I live in PA, can I contribute to another state’s 529 college savings plan? For example, Utah’s 529 Plan offers lower management fees than Pennyslvania. Or Michigan’s which is not exposed to as much volatility and guarantees principal return. So can I contribute to those instead of the 529 Plan in my home state? Answer: you [...]

529 Plan Pa is a post from: 529 Plan and College Savings

529 Plan Research

admin — Sun, 12 Jun 2011 15:22:15 +0000

Question: does anyone know of a financial (reputable) advisor in the dallas,tx area for college 529 plans.? i have read researched a great amount of info. many articles deem Nevada, Virginia to be 2 of the top ones. I know each is different for everyone’s situation. the one in Tx. is never on anyone’s top list! [...]

529 Plan Research is a post from: 529 Plan and College Savings

529 Plan Unborn Child

admin — Thu, 02 Jun 2011 06:34:45 +0000

Question: Can you start a 529 Plan for an unborn child? Answer: Yes, you can- you have to set it up for yourself, and then you can transfer it to your child when the child is born. 529 Plan Unborn Child is a post from: 529 Plan and College Savings Tags: 529 plan unborn child, unborn child Related posts Sorry, [...]

529 Plan Unborn Child is a post from: 529 Plan and College Savings

529 Plan Usaa

admin — Wed, 01 Jun 2011 18:39:18 +0000

Question: College Savings…Which one is best? I bank with USAA and that is where I like to keep anything that has to do with Money. I have $650 to start a College Savings for my daughter…I have these to choose from 529 Plan Coverdell Education (ESA) Uniform Gifts/Transfers to Minors (UGMA/UTMA) I am scared that maybe my daughter won’t [...]

529 Plan Usaa is a post from: 529 Plan and College Savings

529 Plan Rules

admin — Wed, 25 May 2011 04:02:09 +0000

Question: Which state has the best 529 savings plan? I heard that you don’t have to go with the plan in the state you live in, and some states have more favorable rules than others. Answer: Alaksa has got the best 529 Plan. Seriously… check it out… Plan: The University of Alaska College Savings Plan and its nationally-branded twin, [...]

529 Plan Rules is a post from: 529 Plan and College Savings

529 Plan Massachusetts

admin — Sun, 22 May 2011 18:37:19 +0000

529-531 Washington Street | Winchester, Massachusetts real estate & homes 529 Plan Massachusetts is a post from: 529 Plan and College Savings Tags: 529, 529 plan massachusetts, education, fidelity 529 plan massachusetts, finance, massachusetts Related posts Save For College Ira College Savings Tax College Savings Kids College Savings Georgia College Savings Fund 529 College Savings Fund College Savings Foundation

529 Plan Massachusetts is a post from: 529 Plan and College Savings

College Savings For Kids

admin — Fri, 20 May 2011 16:56:21 +0000

Question: Best Stocks For College Kids? What are the best stocks to buy for college kids? All the money I get will go into my savings or towards paying off my american express credit card. I was thinking about buying stock in Apple and other companies like that considering the holidays are comming up and Apple is [...]

College Savings For Kids is a post from: 529 Plan and College Savings

529 Plan For Elementary School

admin — Thu, 19 May 2011 14:33:41 +0000

Silver Lake LAPD press conference pt 1 529 Plan For Elementary School is a post from: 529 Plan and College Savings Tags: 529 plan for elementary school Related posts Sorry, no related posts at this time.

529 Plan For Elementary School is a post from: 529 Plan and College Savings

529 Plan Tax Reporting

admin — Wed, 11 May 2011 20:59:15 +0000

Question: Do I have to report 529 Contributions on my taxes? What about a rollover? I opened a very small 529 Plan in 2007, and as far as I know, there is no deductibility in my state. Do I still need to report my contribution? I haven’t received any tax forms from the investment [...]

529 Plan Tax Reporting is a post from: 529 Plan and College Savings