COLLEGE SAVINGS 101

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So Says the 529 Guru Archives

» No. 21 - 09/28/05
  - Is the cost of commuting to school a qualified expense?
  - How many different 529 plans should I use?
» No. 20 - 07/28/05
  - What is my gift tax if I open my 529 account with me as beneficiary and later on change to my child?
  - What are the limitations on changing investments in my 529 account?
» No. 19 - 05/27/05
  - Are 529 plans applicable for U.S. students looking to study abroad?
  - What is the best way to fund my 529 plan?
» No. 18 - 03/29/05
  - What do I need to show on the tax returns I file next month?
» No. 17 - 01/30/05
  - How do I count the number of rollovers under the 12-month rule?
» No. 16 - 11/29/04
  - What should be done when the 529 beneficiary receives a scholarship?
  - Will a rollover contribution qualify for a NY state tax deduction?
» No. 15 - 09/29/04
  - Can you provide me any information on how to choose the best 529 plan?
» No. 14 - 07/28/04
  - Is a 529 plan a good investment even when the funds aren't used for college?
» No. 13 - 06/02/04
  - Roth IRA or a 529 plan?
» No. 12 - 03/28/04
  - Do the 529 tax benefits outweigh the extra expenses?
  - Can your corporation make contributions to a 529 plan?
» No. 11 - 01/27/04
  - Can you roll over your 401k or IRA to a 529 plan?
  - How does the government know whether or not you use your 529 withdrawal for college?
» No. 10 - 11/24/03
  - What should you do with your 529 plan in light of the mutual fund scandal?
  - Why won't your 529 performance match the underlying fund performance?
» No. 9 - 09/24/03
  - Do you need separate 529 accounts for your children?
  - How do you transfer Coverdell ESA money into a 529?
» No. 8 - 07/22/03
  - Can you use a 529 account to save for your own college expenses?
  - What is a stable-value portfolio?
» No. 7 - 05/12/03
  - Can you dollar-cost average your contributions to a 529 plan?
  - Should you borrow against your home to make larger contributions to a 529plan?
» No. 6 - 03/09/03
  - How do you report your 529 contributions on a gift tax return?
  - How can you avoid 529 account maintenance fees?
» No. 5 - 01/09/03
  - What are these new private prepaid tuition plans (e.g the Independent 529 Plan)?
  - How are 529 accounts treated in determining financial aid eligibility?
» No. 4 - 12/04/02
  - How do you go about counting your qualified higher education expenses?
  - How are Coverdell ESA contributions reported on a gift tax return?
» No. 3 - 10/31/02
  - How do 529 withdrawals affect your ability to claim the Hope or Lifetime Learning credit?
  - Can you roll over from a 529 prepaid tuition plan to a 529 savings plan?
» No. 2 - 09/30/02
  - Can you avoid the nonqualified withdrawal penalty if your child is attendinga military academy?
  - Will you be able to transfer from a 529 to a Coverdell account if the 529exclusion expires in 2010?
» No. 1 - 08/15/02
  - When are 529 plans going to be federalized?
  - Can you regain control of UTMA funds by putting them in a 529?
  - A special query from Mom

 

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