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The Motley Fool February 2, 2004 Robert Brokamp	Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility.
Financial Planning March 1, 2007 Donald Jay Korn	Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
The Motley Fool July 18, 2006 Dan Caplinger	Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
CFO January 10, 2007 Marie Leone	Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds.
Financial Advisor July 2011 Ben Mattlin	Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains.
The Motley Fool July 18, 2006 Dan Caplinger	Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best.
Entrepreneur November 2005 Scott Bernard Nelson	Savings 101 Tax-free 529 college savings accounts may not stay that way, but they'll still be a smart way to plan for your child's future.
Registered Rep. November 17, 2010 Kevin McKinley	Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios.
Investment Advisor August 2007 Kara P. Stapleton	Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help.
Financial Advisor July 2007 Tracey Longo	Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range.
Financial Advisor April 2004 Dorothy Hinchcliff	Bush Tax Proposals Would Affect College Saving They could have a major impact on 529 plans.
The Motley Fool January 13, 2011 June Walbert	Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic.
Registered Rep. May 1, 2004 Michael F. Greco	College Funding Faceoff! Advice on chosing between a 529 Savings Plan or a Coverdell ESA when planning for college.
Financial Advisor July 2010 Dalton & Dalton	The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
Financial Planning December 1, 2006 Donald Jay Korn	All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile?
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
Registered Rep. July 1, 2004 Kevin McKinley	The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years.
The Motley Fool February 20, 2007 Mary Dalrymple	Save for State U., Too If you're not saving for college because you expect your child will attend an affordable, public school, you might want to rethink your plans a little bit. Public college doesn't necessarily mean a debt-free education.
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
The Motley Fool June 11, 2010 Nathan Alderman	What the Fool Is a 529 Plan? A friendly, Foolish guide to the often confusing world of college savings plans.
Registered Rep. August 1, 2005 Jen Coates-Conroy	Protecting a Client's College Savings Investments in 529 plans are not as popular as they could be -- and that's saying something because they are pretty popular right now.
On Wall Street July 1, 2013 Dave Lindorff	Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
Financial Planning September 1, 2013 Donald Jay Korn	Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere.
Financial Advisor November 2004 Gail Liberman	NASD Issues Alert On 529 Plans Brokerage offerings may be too limited. By buying out-of-state college savings plans, experts warn, investors sometimes miss out on important in-state tax advantages.
The Motley Fool August 25, 2007 Elizabeth Brokamp	What's So Sexy About the Coverdell? The Coverdell Education Savings Account has you covered for more than just college. This is an education investment vehicle with some substance to back it up. Read on for a quick rundown of the Coverdell's best features.
The Motley Fool August 4, 2006 Roy Lewis	The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA!
The Motley Fool January 28, 2005 Roy Lewis	What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs.
Registered Rep. August 1, 2006 Kevin McKinley	New School Strategies First, the Department of Education altered the financial-aid treatment of certain 529 plans. Then the IRS tweaked custodial accounts. Here's what financial advisors can do to redirect families saving for college.
Financial Planning April 1, 2006 Bob Hirschfeld	College Planning Cross Currents New suitability regulations could slow 529 growth, while prepaid tuition plans are looking more attractive.
The Motley Fool September 29, 2009 Dan Caplinger	The Best Way to Save for College Pick the best investments for your kids.
Financial Planning September 1, 2012 Ann Marsh	529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.
Commercial Investment Real Estate Jan/Feb 2004 Feuerstein & Marsden	Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes.
Financial Advisor January 2007 Marla Brill	The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help.
Registered Rep. September 1, 2004 Kevin McKinley	Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college.
Financial Planning December 1, 2005 Deborah Fox	Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses.
Financial Advisor January 2011 Jerilyn Klein Bier	The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping.
The Motley Fool January 16, 2007 Dan Caplinger	529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment.
The Motley Fool August 11, 2006 Dan Caplinger	Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives.
Financial Planning August 1, 2009 Donald Jay Korn	College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy
Registered Rep. March 25, 2015 Kevin McKinley	The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses.
The Motley Fool January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
Financial Planning November 1, 2006 Donald Jay Korn	Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning...
Registered Rep. March 1, 2007 Kevin McKinley	A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.
Financial Planning September 1, 2006 Ed Slott	IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years.
Registered Rep. March 14, 2013 Kevin McKinley	Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.