August 25, 2016 529 Essentials: 529s vs. Education Savings Bonds What are the key product feature differences between 529 plans and Education Savings Bonds for college financial planning?
August 22, 2016 529 Essentials: 529s vs. IRAs What are the key product feature differences between 529 plans and IRAs for college financial planning?
August 12, 2016 529 Essentials: 529s vs. Trusts What are the key product feature differences between 529 plans and Trusts?
August 8, 2016 Editor's Letter: Olympic Dreams and Realities on College Financial Planning Which Olympic event best personifies and inspires college financial planning?
August 1, 2016 529 Essentials: 529s vs. Coverdells What are the key product feature differences between 529 plans and Coverdell Education Savings Accounts?
July 21, 2016 529 Essentials: Savings vs. Prepaid Plans What are the key product feature differences between 529 college savings plans and 529 college prepaid plans?
July 15, 2016 529 Essentials: State Tax Benefits This week’s article focuses on the state tax advantages that 529s offer to 12.8 million families investing $258 billion in assets as of March 2016.
July 11, 2016 529 Essentials: Qualified Distributions & 10% Penalty Exemptions This week's 529 Essentials covers qualified distributions and exemptions to the 10% penalty for non-qualified distributions.
July 11, 2016 529 Essentials: Financial Aid Fundamentals The value of higher education continues to rise based on current and projected wages, salaries, employment benefits, unemployement levels and job versatility.