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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 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.
Registered Rep. February 1, 2003 Kevin McKinley	What's Wrong with Prepaid Tuition Plans Clients going for the supposed safety of prepaid tuition plans should understand their potential pitfalls first.
CFO January 10, 2007 Marie Leone	Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds.
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 November 28, 2006 Mary Dalrymple	College Savings Math It's certainly not getting any cheaper to send the kids to college, but there's some good news for parents trying to build a college savings account. The expenses charged by state-sponsored 529 college savings plans have been falling.
Financial Planning September 1, 2012 Ann Marsh	529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.
On Wall Street July 1, 2013 Dave Lindorff	Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.
The Motley Fool June 8, 2010 Nathan Alderman	What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss.
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 November 2005 Scott Bernard Nelson	Savings 101 Tax-free 529 college savings accounts may not stay that way, but they'll still be a smart way to plan for your child's future.
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.
Entrepreneur December 2006	Enrollment Fee Pitfalls to avoid when setting up a college fund.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
Financial Advisor July 2007 Tracey Longo	Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range.
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 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.
Registered Rep. September 29, 2015 Kevin McKinley	Five Tax-Smart Strategies For Turbulent Markets Here are five steps your clients can take to boost their net returns by reducing their income taxes and capital gains taxes.
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.
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 July 18, 2006 Dan Caplinger	Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs.
Financial Planning December 1, 2006 Donald Jay Korn	All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile?
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.
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
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.
The Motley Fool January 28, 2009 Dayana Yochim	Stop Paying a Toll to Invest in Your 401(k) The fine-print fees are stealing from your retirement.
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.
Registered Rep. October 26, 2015 Kevin McKinley	Paying Tomorrow's Tuition Today In the right situation, prepaid tuition plans can provide savers with a competitive ersatz investment return, especially for families with children who are bound for college in the next few years.
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.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
Investment Advisor August 2008 Kara P. Stapleton	Eternal Students With students taking longer to finish college, and more going to graduate school, your clients will more than likely need education-funding plans that cover more than the traditional four years at college for their children or grandchildren.
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).
Registered Rep. March 14, 2013 Kevin McKinley	Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
The Motley Fool August 28, 2007 Mary Dalrymple	College Savings for the Whole Family Savings incentives work for kids and parents alike.
BusinessWeek January 15, 2007 Anne Tergesen	529s Just Might Make The Grade The 529 college savings plans have become more attractive - but do your homework.
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.
The Motley Fool June 19, 2009 Selena Maranjian	The Smart Way to Save for College If you're saving for someone's college education, look into 529 plans and what they might offer you. It might prove to be the difference between your kids going to the college of their choice or not.
The Motley Fool January 13, 2007 Elizabeth Brokamp	Pros and Cons of Prepaid Tuition Plans Prepaid tuition programs are exactly what the name implies: the chance to pay now and buy a certain number of educational credits/years of college at today's tuition rates. Or so the promotional materials like to say.
Investment Advisor August 2010 Vaughan Scully	The ETF Advisor: ETFs Enroll in 529 Plans After saving for retirement, saving for college is probably the most daunting financial challenge families face.
Investment Advisor August 2010 Marlene Y. Satter	College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study
Financial Advisor January 2011 Jerilyn Klein Bier	The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
Registered Rep. March 1, 2007 Kevin McKinley	A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.
On Wall Street November 1, 2010 Elizabeth Wine	Pumping Cash Into 529 College Savings Plans It's not a great time for investors with college-age children. Tuition and other educational costs are skyrocketing, and 529 savings plans, which allow investors to save tax-free for college, have taken the same bumpy ride as the rest of the stock market.
The Motley Fool April 7, 2007 Elizabeth Brokamp	5 IRA Myths What you should know about your IRA but probably don't. Myth: You can't touch the money in your IRA until you are 59 1/2... Myth: Other than a company match, there's really no difference between an IRA and a 401(k)... etc.
The Motley Fool September 29, 2009 Dan Caplinger	The Best Way to Save for College Pick the best investments for your kids.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
Registered Rep. October 17, 2014 Kevin McKinley	Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in.