The 529 College Savings Plan is the best way for families to save for college. It offers tax advantages and breaks not found with other investment vehicles—helping more and more families find a way to pay the growing expenses of a college education.

However—the most valuable feature of the 529 Plan? It is available to EVERYONE!

With The 529 College Savings Plan Made Simple, you can learn how to make a financial difference in the lives of your children, grandchildren or others. No longer are you confined to low-limit gifts or stuck with unrealistic timelines. You are able to keep control over the investment and make changes to your named beneficiary. Never before have you had this much freedom.

Every day that you do not take advantage of the tax-free growth and savings opportunity of a 529 College Savings Plan is another day you have less to give your family.

Take charge and make the future happen today!

Contents

Frequently Asked Questions -

Chapter 1: The Basics of 529 Plans -
- Internal Revenue Code Section 529
- Plan Managers
- Getting Started
- Rules, Rules, Rules
- Future Changes in the Law

Chapter 2: Helping Save for College -
- Taxes and Tax-Deferred Savings
- Other Methods of Saving for College
- The College Savings Plan Advantage
- Drawbacks

Chapter 3: Taxation of College Savings Plans -
- Basic Tax Rules
- Qualified Higher Education Expenses
- Eligible Institution
- Taxes on Distributions
- Deductions for Contributions
- State Taxation on Withdrawals

Chapter 4: Beneficiary Planning -
- The Basics
- Changing the Beneficiary
- Tax-Free Changes
- Financial Aid

Chapter 5: Ownership and Maintenance -
- Lifetime Issues
- Transfer at Death
- Trusts as Owners
- Investment Options
- Fees and Expenses

Chapter 6: The Role of the Advisor -
- Issues for the Advisor

Chapter 7: Estate Planning and the College Savings Plan -
- Federal Estate Planning Basics
- Gift Rules
- Creative Estate Planning
- The Double-Dip Opportunity
- The Unintended Gift Tax Consequence
- Post-Death Trust Issues
- Death of a Beneficiary
- Strange Possibilities

Chapter 8: The Future of 529 Plans -
- Rebate Programs
- Affinity Programs

Glossary -

Appendix: State Program Internet Links -

Richard A. Feigenbaum is founder of College Savings Consultants, Inc. a Wellesley, Massachusetts based consulting firm focused on Section 529 College Savings Plans (www.529consulting.com) and technology solutions for the 529 industry. Richard Feigenbaum is also a practicing, estate planning attorney. Mr. Feigenbaum received his law degree, as well as a graduate law degree in Taxation, from Boston University School of Law.
He has authored a book on probate law and has taught probate law for the Northeastern University Financial Planning Institute and the Professional Paralegal Program. Mr. Feigenbaum has co-authored “Estate Administration for the Paralegal,” published by Massachusetts Continuing Legal Education, Inc. Attorney Feigenbaum is a member of the Boston Estate Planning Council, is listed in “Who's Who in Executives and Professionals,” and is a frequent lecturer on estate planning topics for charities and financial services organizations.

 

The 529 College Savings Plan Made Simple by Richard A. Feigenbaum
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