529 college savings plan made simple / / by Richard A. Feigenbaum and David J. Morton
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| Autore: |
Feigenbaum Richard A
|
| Titolo: |
529 college savings plan made simple / / by Richard A. Feigenbaum and David J. Morton
|
| Pubblicazione: | Naperville, Ill., : Sphinx, c2005 |
| Edizione: | 1st ed. |
| Descrizione fisica: | 1 online resource (130 p.) |
| Disciplina: | 378.3/8 |
| Soggetto topico: | College costs - United States |
| Education savings accounts - United States | |
| Finance, Personal - United States | |
| Altri autori: |
MortonDavid J. <1969->
|
| Note generali: | Bibliographic Level Mode of Issuance: Monograph |
| Nota di contenuto: | 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 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. |
| Altri titoli varianti: | Five-twenty-nine college savings plan made simple |
| Titolo autorizzato: | 529 college savings plan made simple |
| ISBN: | 1-4022-3128-8 |
| 1-281-82491-7 | |
| 9786611824914 | |
| 1-4237-2292-2 | |
| Formato: | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione: | Inglese |
| Record Nr.: | 9910826946003321 |
| Lo trovi qui: | Univ. Federico II |
| Opac: | Controlla la disponibilità qui |