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The Motley Fool
October 20, 2010
Dan Caplinger |
Your Kids Need These Investments Supplementing 529 plans with alternatives makes lots of sense.   |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best. |
Financial Advisor
July 2005
Marla Brill |
Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future. |
The Motley Fool
August 25, 2007
Elizabeth Brokamp |
What's So Sexy About the Coverdell? The Coverdell Education Savings Account has you covered for more than just college. This is an education investment vehicle with some substance to back it up. Read on for a quick rundown of the Coverdell's best features. |
The Motley Fool
January 13, 2011
June Walbert |
Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic. |
The Motley Fool
September 29, 2009
Dan Caplinger |
The Best Way to Save for College Pick the best investments for your kids. |
Registered Rep.
May 1, 2004
Michael F. Greco |
College Funding Faceoff! Advice on chosing between a 529 Savings Plan or a Coverdell ESA when planning for college. |
The Motley Fool
February 13, 2007
Mary Dalrymple |
Automatic College Savings What kind of educational benefits do you get at work? An automatic 529 payroll deduction could be as helpful as an automatic retirement savings program, like a 401(k). |
The Motley Fool
January 16, 2007
Dan Caplinger |
529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment. |
The Motley Fool
February 2, 2004
Robert Brokamp |
Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility. |
The Motley Fool
October 17, 2006
Dan Caplinger |
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Financial Planning
September 1, 2008
Ed Slott |
Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
The Motley Fool
May 2, 2007
Dan Caplinger |
Dueling Fools: Saving for College Save for college! Your kids need your help. |
The Motley Fool
August 28, 2007
Mary Dalrymple |
College Savings for the Whole Family Savings incentives work for kids and parents alike. |
The Motley Fool
April 14, 2007
Elizabeth Brokamp |
Alternative Uses for IRAs They're not just for retirement anymore. In some cases, you can get your hands on your IRA money before age 59 1/2 and not pay a penalty. Pay for college... Pay for a house... etc. |
Registered Rep.
April 22, 2015
Kevin McKinley |
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. |
Financial Advisor
April 2004
Dorothy Hinchcliff |
Bush Tax Proposals Would Affect College Saving They could have a major impact on 529 plans. |
Registered Rep.
March 25, 2015
Kevin McKinley |
The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses. |
The Motley Fool
March 26, 2007
Rich Duprey |
3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through. |
The Motley Fool
February 20, 2007
Mary Dalrymple |
Save for State U., Too If you're not saving for college because you expect your child will attend an affordable, public school, you might want to rethink your plans a little bit. Public college doesn't necessarily mean a debt-free education. |
Financial Advisor
July 2010
Dalton & Dalton |
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Registered Rep.
December 24, 2014
Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
The Motley Fool
September 10, 2010
Dan Caplinger |
Save Smarter for College As the school year starts, it's time to think about your child's future. |
Financial Advisor
March 2004
Marla Brill |
Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis. |
Commercial Investment Real Estate
Jan/Feb 2004
Feuerstein & Marsden |
Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes. |
Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
The Motley Fool
June 11, 2010
Nathan Alderman |
What the Fool Is a 529 Plan? A friendly, Foolish guide to the often confusing world of college savings plans. |
The Motley Fool
March 15, 2007
Mary Dalrymple |
When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early. |
Financial Advisor
July 2008
Jeff Schlegel |
Bump In The Road College savings plans are difficult to understand and are being underutilized. |
Financial Advisor
July 2011
Ben Mattlin |
Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
AskMen.com
Terence Channon |
Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there. |
The Motley Fool
April 19, 2007
Dan Caplinger |
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Congress Makes College Loans Cheaper? Some students may see a cut in their college loan interest rates. |
Registered Rep.
November 17, 2010
Kevin McKinley |
Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios. |
Registered Rep.
August 1, 2005
Jen Coates-Conroy |
Protecting a Client's College Savings Investments in 529 plans are not as popular as they could be -- and that's saying something because they are pretty popular right now. |
The Motley Fool
July 22, 2005
Dayana Yochim |
College vs. Retirement? Retirement Wins Before you set up your child's golden future, pay off high-interest debt, establish an emergency fund, get adequate insurance, and beef up your retirement savings. After those items are crossed off your list, you can start spoiling the youngsters. |
The Motley Fool
June 23, 2006
Roy Lewis |
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. |
The Motley Fool
August 23, 2006
Dan Caplinger |
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. |
The Motley Fool
May 5, 2010
Dan Caplinger |
Don't Lose Control of Your Money Make the most of the choices you have. |
Financial Advisor
April 2005
Gregory Bresiger |
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. |
The Motley Fool
January 25, 2005
Dayana Yochim |
You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins. |
The Motley Fool
July 22, 2005
Roy Lewis |
Get Smart About Education Deductions Reimbursing education costs with an IRA distribution? Be specific, or pay the price. |
Financial Planning
August 1, 2009
Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
Registered Rep.
July 30, 2012
Kevin McKinley |
Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance. |
The Motley Fool
March 3, 2009
Dan Caplinger |
How to Save Your Family's Future Give a gift that will last a lifetime. |
