LEADER 04251nam 2200649Ia 450 001 9910975432803321 005 20251116165804.0 010 $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(BIP)33612712 035 $a(BIP)11116873 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 $aBibliographic Level Mode of Issuance: Monograph 311 08$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. 330 $aThe 529 College Savings Plan is the best way for families to save for college. It offers tax advantages and breaks not found with other investment vehicles-helping more and more families find a way to pay the growing expenses of a college education. However-the most valuable feature of the 529 Plan? It is available to EVERYONE! With The 529 College Savings Plan Made Simple, you can learn how to make a financial difference in the lives of your children, grandchildren or others. No longer are you confined to low-limit gifts or stuck with unrealistic timelines. You are able to keep control over the investment and make changes to your named beneficiary. Never before have you had this much freedom. Every day that you do not take advantage of the tax-free growth and savings opportunity of a 529 College Savings Plan is another day you have less to give your family. Take charge and make the future happen today! 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$01863753 701 $aMorton$b David J.$f1969-$01863754 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910975432803321 996 $a529 college savings plan made simple$94470437 997 $aUNINA