529 plans what every planner needs to know / Nancy E. Shurtz, Alexander B. Fitch, Robert Tirrell.

Author/creator Shurtz, Nancy E.
Other author Fitch, Alexander B.
Other author Tirrell, Robert.
Other author American Bar Association. Section of Real Property, Trust, and Estate Law.
Format Electronic
Publication InfoChicago, llinois : American Bar Association, [2021]
Descriptionxviii, 418 pages : illustrations ; 26 cm
Supplemental ContentFull text available from Ebook Central - Academic Complete
Subjects

Contents Education goals : constructing a plan -- The benefits and costs of a good education -- It is never too late to save -- The best ways to save -- When savings are not enough -- History of Section 529 savings plans -- Federal rules and regulations for Section 529 savings plans -- Federal income tax planning with Section 529 savings plans -- Estate planning with Section 529 savings plans -- State tax planning with Section 529 savings plans -- Disability planning with Section 529 savings plans -- Nontax aspects of Section 529 savings plans -- Investment planning with Section 529 savings plans -- Choosing the right Section 529 savings plan -- The state prepaid plan -- The prepaid institutional plan -- Coordinating Section 529 plans with other savings techniques -- Coordinating Section 529 plans with tax benefits -- Coordinating Section 529 plans with financial aid.
Abstract "Focus on 529 plans compared to other education techniques"-- Provided by publisher.
Bibliography noteIncludes bibliographical references and index.
Access restrictionAvailable only to authorized users.
Technical detailsMode of access: World Wide Web
Genre/formElectronic books.
LCCN 2021042036
ISBN9781641059541 (paperback)
ISBN(ebook)

Availability

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Electronic Resources Access Content Online ✔ Available