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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
December 1, 2005
Deborah Fox |
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. |
Financial Planning
March 1, 2007
Donald Jay Korn |
Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options. |
Registered Rep.
September 1, 2004
Kevin McKinley |
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. |
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 |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
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.
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. |
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. |
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. |
Investment Advisor
August 2007
Kara P. Stapleton |
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. |
Investment Advisor
December 2006
Susan L. Hirshman |
Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients. |
The Motley Fool
December 6, 2006
Mary Dalrymple |
A Lesson in Education Aid Many parents earn a failing grade in College Taxes 101. To take optimal advantage of the available educational tax breaks, you'll need to become schooled in their details. |
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.
March 19, 2012
Lynn O'Shaughnessy |
The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students. |
Financial Planning
July 1, 2010
Donald Jay Korn |
All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals. |
The Motley Fool
July 7, 2007
Elizabeth Brokamp |
5 Easy Ways to Save on Taxes There are more ways than you think to keep Uncle Sam's paws off your hard-earned cash. 1. Take advantage of perks at work... 2. Be cool; stay in school... etc. |
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
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.
July 1, 2004
Kevin McKinley |
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. |
The Motley Fool
February 13, 2007
Dan Caplinger |
Get Ready, Get Set for Financial Aid: Part 2 A peek into how schools determine your financial aid package. |
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. |
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
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 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. |
The Motley Fool
May 5, 2005
Robert Brokamp |
Save for College or Retirement? If you feel conflicted about putting yourself ahead of your offspring, consider setting aside money in an IRA. You can use the money for qualified higher-education expenses as long as you follow the rules. |
Financial Advisor
November 2003
Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
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 |
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. |
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. |
The Motley Fool
February 27, 2004
Roy Lewis |
Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance. |
Financial Planning
January 1, 2009
Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
Financial Advisor
July 2006
Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
Registered Rep.
February 25, 2015
Kevin McKinley |
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. |
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. |
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. |
Entrepreneur
December 2006 |
Enrollment Fee Pitfalls to avoid when setting up a college fund. |
The Motley Fool
March 4, 2005
Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
Financial Advisor
January 2007
Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 101 Apply for your financial aid now if your budding scholar will be headed to college this fall. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
Trusts & Estates
David A. Handler |
Tax-Free Gifts Of Prepaid Tuition With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation-skipping taxes. |
The Motley Fool
March 3, 2006
Roy Lewis |
Save Tax Dollars Now! There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Here's how to spot the deductions and credits most taxpayers miss. |
Investment Advisor
October 2007
Susan L. Hirshman |
Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships. |
Registered Rep.
May 1, 2008
Kevin McKinley |
College Credit Parents reluctantly turn to public and private education loans. Their reticence is unfounded though, because it's much better to borrow money to pay for college than to not go at all. |
Financial Planning
June 1, 2011
Katie Kuehner-Hebert |
Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble. |
The Motley Fool
August 28, 2007
Mary Dalrymple |
Yes, You Can Afford Private School Does the thought of writing a five-figure tuition check make you feel a little light-headed? It's not easy, but here's how some parents are doing it. |
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. |
BusinessWeek
May 31, 2004
Jessi Hempel |
College Tuition? Gumption Won't Cover It Why is it so much harder for the brightest low-income kids to afford college in the U.S.? |
The Motley Fool
December 12, 2005 |
Year-End Tax Tips With a strategy in place, you could save some big bucks. Here's how. |
