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Record Nr. |
UNINA9910826946003321 |
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Autore |
Feigenbaum Richard A |
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Titolo |
529 college savings plan made simple / / by Richard A. Feigenbaum and David J. Morton |
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Pubbl/distr/stampa |
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Naperville, Ill., : Sphinx, c2005 |
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ISBN |
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1-4022-3128-8 |
1-281-82491-7 |
9786611824914 |
1-4237-2292-2 |
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Edizione |
[1st ed.] |
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Descrizione fisica |
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1 online resource (130 p.) |
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Altri autori (Persone) |
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Disciplina |
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Soggetti |
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College costs - United States |
Education savings accounts - United States |
Finance, Personal - United States |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Bibliographic Level Mode of Issuance: Monograph |
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Nota di contenuto |
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Front Cover -- Title Page -- Copyright Page -- Dedication -- Table of Contents -- Frequently Asked Questions -- Chapter 1: The Basics of 529 Plans -- Internal Revenue Code Section 529 -- Plan Managers -- Getting Started -- Rules, Rules, Rules -- Future Changes in the Law -- Chapter 2: Helping Save for College -- Taxes and Tax-Deferred Savings -- Other Methods of Saving for College -- The College Savings Plan Advantage -- Drawbacks -- Chapter 3: Taxation of College Savings Plans -- Basic Tax Rules -- Qualified Higher Education Expenses -- Eligible Institution -- Taxes on Distributions -- Deductions for Contributions -- State Taxation on Withdrawals -- Chapter 4: Beneficiary Planning -- The Basics -- Changing the Beneficiary -- Tax-Free Changes -- Financial Aid -- Chapter 5: Ownership and Maintenance -- Lifetime Issues -- Transfer at Death -- Trusts as Owners -- Investment Options -- Fees and Expenses -- Chapter 6: The Role of the Advisor -- Issues for the Advisor -- Chapter 7: Estate Planning and the College Savings Plan -- Federal Estate Planning Basics -- Gift Rules -- Creative Estate Planning -- The Double-Dip Opportunity -- The Unintended Gift Tax Consequence -- Post-Death |
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