LEADER 03258nam 2200613Ia 450 001 9910826946003321 005 20200520144314.0 010 $a1-4022-3128-8 010 $a1-281-82491-7 010 $a9786611824914 010 $a1-4237-2292-2 035 $a(CKB)1000000000246526 035 $a(OCoLC)567935940 035 $a(CaPaEBR)ebrary10091899 035 $a(SSID)ssj0000095851 035 $a(PQKBManifestationID)11126894 035 $a(PQKBTitleCode)TC0000095851 035 $a(PQKBWorkID)10075746 035 $a(PQKB)11274868 035 $a(MiAaPQ)EBC3035106 035 $a(Au-PeEL)EBL3035106 035 $a(CaPaEBR)ebr10091899 035 $a(CaONFJC)MIL182491 035 $a(EXLCZ)991000000000246526 100 $a20041110d2005 uy 0 101 0 $aeng 135 $aurcn||||||||| 181 $ctxt 182 $cc 183 $acr 200 10$a529 college savings plan made simple /$fby Richard A. Feigenbaum and David J. Morton 205 $a1st ed. 210 $aNaperville, Ill. $cSphinx$dc2005 215 $a1 online resource (130 p.) 300 $aBibliographic Level Mode of Issuance: Monograph 311 $a1-57248-483-7 327 $aFront 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 Trust Issues -- Death of a Beneficiary -- Strange Possibilities -- Chapter 8: The Future of 529 Plans -- Rebate Programs -- Affinity Programs -- Glossary -- Appendix: State Program Internet Links -- About the Authors -- Back Cover. 517 3 $aFive-twenty-nine college savings plan made simple 606 $aCollege costs$zUnited States 606 $aEducation savings accounts$zUnited States 606 $aFinance, Personal$zUnited States 615 0$aCollege costs 615 0$aEducation savings accounts 615 0$aFinance, Personal 676 $a378.3/8 700 $aFeigenbaum$b Richard A$01692468 701 $aMorton$b David J.$f1969-$01692469 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910826946003321 996 $a529 college savings plan made simple$94069592 997 $aUNINA