The 529 College Savings Plan Made Simple
(Adobe PDF eBook)

Book Cover
Average Rating
Published:
Sourcebooks, Inc. 2005
Format:
Adobe PDF eBook
Status:
Available from OverDrive
Description

The 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!

Also in This Series
Formats
Adobe PDF eBook
Need Help?
If you are having problem transferring a title to your device, please fill out this support form or visit the library so we can help you to use our eBooks and eAudio Books.
More Like This
Other Editions and Formats
More Details
Street Date:
2/15/2005
Language:
English
ISBN:
9781572484832
Reviews from GoodReads
Loading GoodReads Reviews.
Citations
APA Citation (style guide)

Richard A. Feigenbaum. (2005). The 529 College Savings Plan Made Simple. Sourcebooks, Inc.

Chicago / Turabian - Author Date Citation (style guide)

Richard A. Feigenbaum. 2005. The 529 College Savings Plan Made Simple. Sourcebooks, Inc.

Chicago / Turabian - Humanities Citation (style guide)

Richard A. Feigenbaum, The 529 College Savings Plan Made Simple. Sourcebooks, Inc, 2005.

MLA Citation (style guide)

Richard A. Feigenbaum. The 529 College Savings Plan Made Simple. Sourcebooks, Inc, 2005. Web.

Note! Citation formats are based on standards as of July 2010. Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy.
Copy Details
LibraryOwnedAvailable
Shared Digital Collection11
Staff View
Grouped Work ID:
9b083070-c511-9290-3cd9-433a295a1605
Go To Grouped Work
Needs Update?:
No
Date Added:
Sep 18, 2013 10:47:26
Date Updated:
Nov 19, 2017 01:07:03
Last Metadata Check:
Oct 21, 2018 05:41:31
Last Metadata Change:
Jun 24, 2018 04:17:25
Last Availability Check:
Oct 21, 2018 05:41:32
Last Availability Change:
Oct 07, 2018 20:14:03

OverDrive Product Record

id
beb983a7-5301-4400-8b28-9a2aa18f322e
primaryCreator
    • name: Richard A. Feigenbaum
    • role: Author
starRating
5
title
The 529 College Savings Plan Made Simple
crossRefId
83576
otherFormatIdentifiers
      • value: 9781572484832
      • type: ISBN
sortTitle
529 College Savings Plan Made Simple
images
    • cover300Wide:
        • type: image/jpeg
        • href: https://img1.od-cdn.com/ImageType-400/0174-1/BEB/983/A7/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img400.jpg
    • cover:
        • type: image/jpeg
        • href: https://img1.od-cdn.com/ImageType-100/0174-1/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img100.jpg
    • thumbnail:
        • type: image/jpeg
        • href: https://img1.od-cdn.com/ImageType-200/0174-1/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img200.jpg
    • cover150Wide:
        • type: image/jpeg
        • href: https://img1.od-cdn.com/ImageType-150/0174-1/BEB/983/A7/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img150.jpg
dateAdded
2008-03-05T16:47:50.96-05:00
contentDetails
      • account:
          • id: 1351
          • name: Nashville Public Library (TN)
      • type: text/html
      • href: https://link.overdrive.com/?websiteID=239&titleID=83576
mediaType
eBook
formats
      • id: ebook-pdf-adobe
      • identifiers:
            • value: 9781572484832
            • type: ISBN
      • name: Adobe PDF eBook

OverDrive MetaData

isPublicDomain
False
formats
      • fileName: The529CollegeSavingsPlanMadeSimple1572484837
      • partCount: 0
      • fileSize: 587016
      • identifiers:
            • type: ISBN
            • value: 9781572484832
      • rights:
            • type: Copying
            • value: 0
            • type: Printing
            • value: -1
            • type: Lending
            • value: 0
            • type: ReadAloud
            • value: 0
            • type: ExpirationRights
            • value: 0
      • name: Adobe PDF eBook
      • id: ebook-pdf-adobe
      • onSaleDate: 11/02/2005
keywords
      • value: College Guide
creators
      • role: Author
      • fileAs: Feigenbaum, Richard A.
      • bioText: Richard A. Feigenbaum is founder of College Savings Consultants, Inc. a Wellesley, Massachusetts based consulting firm focused on Section 529 College Savings Plans (www.529consulting.com) and technology solutions for the 529 industry. Richard Feigenbaum is also a practicing, estate planning attorney. Mr. Feigenbaum received his law degree, as well as a graduate law degree in Taxation, from Boston University School of Law.
        He has authored a book on probate law and has taught probate law for the Northeastern University Financial Planning Institute and the Professional Paralegal Program. Mr. Feigenbaum has co-authored “Estate Administration for the Paralegal,” published by Massachusetts Continuing Legal Education, Inc. Attorney Feigenbaum is a member of the Boston Estate Planning Council, is listed in “Who's Who in Executives and Professionals,” and is a frequent lecturer on estate planning topics for charities and financial services organizations.
      • name: Richard A. Feigenbaum
      • role: Author
      • fileAs: Morton, David J.
      • bioText: David J. Morton is a Managing Director of Wachovia Securities in Boston, Massachusetts, and is involved in the management of assets for individuals and corporations and in capital raising activities for businesses. He is a Registered Investment Advisor and is the co-recipient of the 2001 New England Benefits Council Award for his work in bringing the College Savings 529 Plan to industry. Mr. Morton is a graduate cum laude from Bowdoin College and resides with his family in Dover, Massachusetts.
      • name: David J. Morton
imprint
Sphinx Publishing
publishDate
2005-02-15T00:00:00-05:00
isOwnedByCollections
True
title
The 529 College Savings Plan Made Simple
fullDescription

The 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!

popularity
9
links
    • self:
        • href: https://api.overdrive.com/v1/collections/L1BFAIAAA2J/products/beb983a7-5301-4400-8b28-9a2aa18f322e/metadata
        • type: application/vnd.overdrive.api+json
id
beb983a7-5301-4400-8b28-9a2aa18f322e
starRating
5
contentType
Full-length Books
images
    • cover:
        • href: https://img1.od-cdn.com/ImageType-100/0174-1/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img100.jpg
        • type: image/jpeg
    • thumbnail:
        • href: https://img1.od-cdn.com/ImageType-200/0174-1/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img200.jpg
        • type: image/jpeg
    • cover150Wide:
        • href: https://img1.od-cdn.com/ImageType-150/0174-1/BEB/983/A7/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img150.jpg
        • type: image/jpeg
    • cover300Wide:
        • href: https://img1.od-cdn.com/ImageType-400/0174-1/BEB/983/A7/{BEB983A7-5301-4400-8B28-9A2AA18F322E}Img400.jpg
        • type: image/jpeg
isPublicPerformanceAllowed
False
languages
      • code: en
      • name: English
subjects
      • value: Finance
      • value: Nonfiction
publishDateText
2/15/2005
otherFormatIdentifiers
      • type: ISBN
      • value: 9781572484832
mediaType
eBook
shortDescription

Inexpensive, quick reference to the best way for parents & relatives to save for college.

sortTitle
529 College Savings Plan Made Simple
crossRefId
83576
publisher
Sourcebooks, Inc.
tableOfContents
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 -