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Financial Advisor July 2005 Marla Brill	Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future.
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.
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.
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.
The Motley Fool January 30, 2004 Roy Lewis	Get Credit for Retirement Contributions Have you missed one of the most valuable -- and overlooked -- tax credits?
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.
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.
Registered Rep. August 1, 2005 Kevin McKinley	Mr. 529 Is Optimistic Despite increased regulatory scrutiny of 529s and uncertain future treatment by the tax code, "rational exuberance" is the most appropriate phrase to describe how 529 plan expert Joe Hurley feels about the prospects of qualified state tuition plans.
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.
Registered Rep. November 1, 2004 Anne Field	Gunning for College As more investors put their faith in 529 plans, the stakes rise for those who are supposed to be protecting them, and agencies like the NASD and the SEC have jumped into the fray with gusto.
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.
Registered Rep. May 1, 2004 Anne Field	Et tu, 529 Plans Both the NASD and the SEC have revealed they are separately investigating yet another area within the financial services sector: 529 college savings plans.
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
Commercial Investment Real Estate Nov/Dec 2002 Jennifer Gregor	Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses.
Registered Rep. April 1, 2005 Kevin McKinley	Passing Grades for 529s When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. At the same time, small tickets, bigger regulatory burdens and a go-go stock market are diminishing the interest of some advisors.
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 February 13, 2007 Mary Dalrymple	Automatic College Savings What kind of educational benefits do you get at work? An automatic 529 payroll deduction could be as helpful as an automatic retirement savings program, like a 401(k).
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.
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.
The Motley Fool December 9, 2004 Dayana Yochim	Save Like It's 2004 Twelve thousand dollars is so last year. If that's all you've contributed to your 401(k), 403(b), or 457 account, you might want to check your calendar.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
The Motley Fool March 20, 2007 Dan Caplinger	Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now.
BusinessWeek June 6, 2005 Laura D'Andrea Tyson	Retirement Savings: A Boost For The Needy Government matching would give IRAs a shot in the arm to boost retirement savings, even among middle- and low-income households.
The Motley Fool March 26, 2007 Rich Duprey	3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through.
The Motley Fool January 24, 2007 Mary Dalrymple	College Financial Aid 102 Understand how colleges view your assets when computing financial aid.
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
Investment Advisor November 2005 Christopher G. Laucks	The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages.
Financial Planning September 1, 2008 Ed Slott	Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel.
Investment Advisor August 2005 Melanie Waddell	Fill 'er Up The assets in advisor-sold 529 plans are growing by leaps and bounds, just like college tuition costs.
Investment Advisor September 2006 Melanie Waddell	Retirement Planning: Some Good News on Pensions Advisors praise the new Pension Act.
Registered Rep. September 10, 2004 Anne Field	College Savings Boot Camp in New York The overall message? With only 8 percent of people saving for college having invested in 529 plans, advisors need to better educate their clients about the tax benefits of these plans.
The Motley Fool July 9, 2004 Dayana Yochim	Save Like It's 2004 Letting your retirement account get out of date is dangerous to your future.
The Motley Fool March 2, 2007 Mary Dalrymple	Let Them Eat ... Cash? A California savings proposal highlights the advantages of starting early. If you open a savings account (or maybe even a college savings fund) when your child is born and contribute to it regularly, you can build up a sizable nest egg. Just get started.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
PC World May 30, 2001 Frank Thorsberg	How Big Is Your Slice of the Tax-Cut Pie? Intuit's free online calculator estimates your tax savings over the next ten years...
Financial Advisor March 2004 Raymond Fazzi	Flex Accounts Under Consideration Again But doubts remain about whether Bush's proposals will be adopted.
The Motley Fool January 13, 2006 Dayana Yochim	Save Like It's 2006 Here are this year's qualified saving plan contribution limits: 401(k), 403(b), 457 accounts, and SARSEPs... SIMPLE plans... Traditional and Roth IRAs...
Registered Rep. March 24, 2003 Ross Tucker	Lining Up Behind 529s With the tax benefits of 529 college savings plans set to expire in 2010 several financial services firms have announced the creation of a lobbying group to make sure that Congress does the right thing -- making the tax-free savings programs permanent.
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.
Entrepreneur June 2003 Scott Bernard Nelson	College Savings 101 Take notes on the pros and cons of 529 plans.
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 September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
The Motley Fool March 29, 2006 Robert Brokamp	Turn Taxes Into Retirement You probably overpay in taxes and undersave for retirement. It's time to turn that around.
Investment Advisor September 2009 Melanie Waddell	Retirement News 401(k)s, 529s, and savings rates
The Motley Fool December 12, 2007 Mary Dalrymple	A College Deadline You Don't Want to Miss Don't forget about starting a 529 college savings plan. There could be year-end tax benefits.
The Motley Fool August 28, 2007 Mary Dalrymple	College Savings for the Whole Family Savings incentives work for kids and parents alike.
Registered Rep. November 1, 2005 Lauren Barack	Will Reform Drive Brokers From 529 Sales? Emerging from 529 college savings plan hearings is a proposal for new disclosure guidelines aimed at giving consumers more knowledge about various plan choices at the point of sale. However, these guidelines may drive reps and financial advisors out of the 529 business.
The Motley Fool February 14, 2005	What's an IRA? Be tax-smart and save for tomorrow, all with a handy savings account.
The Motley Fool December 31, 2004 Roy Lewis	Ring In the Tax Changes! Here are just a few of the changes taking place for the 2004 and future tax years. Make sure that you know about all of them before even attempting to prepare your 2004 tax return.
AskMen.com Terence Channon	Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there.