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Latest on 529 Plans |
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Lawsuit filed against state's two 529 plans (Santa Fe New Mexican)
Six people are suing the Education Trust Board of New Mexico, claiming it mismanaged two tax-sheltered funds they used to save money for their children's education.
Priority Guidance Plan projects (Mondaq)
Regulations under Section 67 regarding miscellaneous itemized deductions of a trust or estate. The IRS issued Proposed Regulations on this subject on 7/27/07, 2 in an effort to provide consistency in an area where several U.S. Courts of Appeal were in disagreement.
Birmingham lawyer to run for state treasurer (The Tuscaloosa News)
By Dana Beyerle Montgomery Bureau Chief MONTGOMERY | Birmingham lawyer Jeremy Sherer said Wednesday he plans to run for state treasurer on a platform to fix the troubled prepaid college tuition program.
Treasurer candidate seeks to honor PACT contracts (The Gadsden Times)
By Dana Beyerle Times Montgomery Bureau MONTGOMERY - Birmingham attorney Jeremy Sherer said Wednesday he’ll officially announce next week he’s running for state treasurer on a platform to fix the troubled prepaid college tuition program.
Find the Best 529 Plan (KiplingerForecasts.com)
Use our tool to get the details of every state's college savings plan. Plus, we steer you toward five of our favorites.
Parent, not the child, controls 529 plan (Bankrate.com)
Dear College Money Guru, I am turning 20 in August, live in New Jersey and, according to my mother, have a 529 plan through American Funds. For my own mental health, I need to know if there is any way I can take control over this fund, if I don't agree with how my father is handling it.
Limits on Coverdell education savings accounts (The Star-Ledger)
Q: How many different Coverdells can be set up in how many different banks by how many different people for the same child? -- Jim...
Get With the Plan helps its 300th family (The Star-Ledger)
ARISTIDE ECONOMOPOULOS/THE STAR-LEDGER The Star-Ledger has run 300 money makeovers for Get With The Plan. Pictured is a group of families who have participated over the years. Last week marked the 300th family The Star-Ledger has helped with Get With...
Smart ways to save for college (The News Journal)
If you are saving for college in a 529 plan, you probably took a bigger hit than you expected during the 2008 market crash.
Safeguarding the use of college education funding (The Star-Ledger)
Q. I have approximately $150,000 for investment in 529 plans for three of my grandchildren, ages 3, 5 and 7. As I understand it, I will be the donor and can name myself as the custodian....
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