Tag Archives: 529
The Benefits of Education
It’s nice to know that education pays.
Source: JP Morgan
Proposal to Make Educational Savings Benefits Permanent
Senate Finance Ranking Member Chuck Grassley (R-IA) introduced a bill that would make permanent a number of education-related tax relief measures. Included in the measure were provisions to permanently include the costs of computer technology and Internet access as a qualified higher education expense (now scheduled to expire the end of 2010) and to permit [...]
Two-Thirds Don’t Have a Financial Plan
Despite increasing pressure to slash debt and rebuild retirement funds, nearly two-thirds of consumers do not have a written financial plan, according to the 2009 National Consumer Survey on Personal Finance.
The survey, released today by the Certified Financial Planner Board of Standards, found that 64% of respondents do not have a written financial plan in [...]
Posted in Home Also tagged asset allocation, College Savings, Diversify, Educational Planning, Financial Goals, Investments, Investor Behavior, Retirement Planning Comments closed
Educational Planning – changes to the 529 for 2009
The IRS has announced that during 2009 it will permit up to two investment changes in a section 529 savings account because of the recent condition of the financial markets. Prior to this IRS move, you could only make one investment change per calendar year; unfortunately this flexibility is currently limited to 2009.
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