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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.
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.
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.
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 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 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.
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.
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 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 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 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 January 13, 2011 June Walbert	Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic.
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.
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.
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.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
BusinessWeek August 6, 2007 Anne Tergesen	Time To Swap Piggybanks? Custodial accounts have lost much of their tax benefits.
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.
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.
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.
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.
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
Financial Planning December 1, 2012 Donald Jay Korn	Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.
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.
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.
Registered Rep. August 1, 2006 Kevin McKinley	New School Strategies First, the Department of Education altered the financial-aid treatment of certain 529 plans. Then the IRS tweaked custodial accounts. Here's what financial advisors can do to redirect families saving for college.
The Motley Fool July 18, 2006 Dan Caplinger	Get Your Kids to College: Custodial Accounts The custodial account works best in situations where relatively small amounts of money are involved, where the child is not certain about whether or not to obtain higher education, and where the child and parents are on the same wavelength about the responsible use of the money.
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 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
Financial Planning October 2, 2007 Martin M. Shenkman	Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options.
Financial Advisor April 2004 Dorothy Hinchcliff	Bush Tax Proposals Would Affect College Saving They could have a major impact on 529 plans.
The Motley Fool January 24, 2007 Mary Dalrymple	College Financial Aid 102 Understand how colleges view your assets when computing financial aid.
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.
Registered Rep. November 1, 2002 Kevin McKinley	When That Bundle of Joy Grows Up to Be a Biker Chick With a little foresight, a few strategies can allow parents to stick to the letter of the law while preventing their well-intentioned savings in a custodial account from being frittered away by someone who is an "adult" in name only.
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.
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. 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 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.
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 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 2012	The Higher Costs For Higher Education Interest in college savings plans is growing, but fewer advisors are selling them.
The Motley Fool October 20, 2010 Dan Caplinger	Your Kids Need These Investments Supplementing 529 plans with alternatives makes lots of sense.
Financial Planning April 1, 2006 Bob Hirschfeld	College Planning Cross Currents New suitability regulations could slow 529 growth, while prepaid tuition plans are looking more attractive.
Investment Advisor January 2010 Tere D'Amato	Expert's Corner: Acing Financial Aid Planning With portfolios still poorer, how can you advise clients with college aid needs?
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.
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.
Registered Rep. August 1, 2004 Kevin McKinley	Battling for College Savings The key to helping clients meet their higher education expenses lies in getting them to take definitive action in the years preceding enrollment.
Trusts & Estates September 30, 2002 Susan Hansen	Beware the 529 Hype At least two things are certain about the new 529 college savings plans: The financial services industry loves them, and they're generating all kinds of media buzz. But despite all the hype, 529s probably are not a magic new wealth-transfer mechanism.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.