Results for "college savings"
Displaying 390 results
December 10, 2007
More children could be trapped by the dreaded "kiddie tax" this year. "This year, Congress has made income shifting a dream of the past," David Marotta and Beth Nedelisky of Marotta Asset Management Inc. of Charlottesville, Va., wrote in a recent...
October 29, 2007
Age-based mutual funds appear to have firmly cemented a commanding position as the investment option of choice in Section 529 college savings plans, according to industry executives at the annual 529 Technical Conference in Las Vegas last week....
October 15, 2007
Across the country, states are considering plans to apply "terror-free" investing strategies to their public pensions. Under the policy, the funds would be required to limit — or eliminate altogether — investments in companies with ties...
October 8, 2007
The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru. The diverse faces on the walls remind...
October 1, 2007
College savings plans may be receiving record amounts of money, but nearly half of American parents still don't really know what they are, according to two surveys released late last month. One study, by the College Savings Foundation, found...
September 18, 2007
Assets for 529 college savings plans managed by Fidelity Investments grew nearly 60% for the past year ending Aug. 31 to $13.5 billion. Boston-based Fidelity, one of the nations leading 529 plan managers, also reported that over 100,000 new...
August 6, 2007
NEW YORK One year after the passage of the landmark Pension Protection Act, which made federal tax breaks for Section 529 college savings plans permanent, the programs are approaching critical mass, according to the head of the College...
June 25, 2007
NEW YORK The college savings plan industry is closely tracking a class action filed in Illinois last month that could help open the legal floodgates for states that use tax incentives to induce residents to invest in their own Section 529...
April 16, 2007
NEW YORK The nations smallest Section 529 college savings plan Tennessees BEST Savings Plan in Nashville, which has less than $40 million in assets and is managed by New York-based TIAA-CREF soon may become the second state to transfer...
January 15, 2007
NEW YORK Grandparents are poised to become the new growth market for Section 529 plans. Program managers who run the college savings plans increasingly are encouraging financial advisers to boost sales by targeting those grandparents above...
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