Recent Posts Tagged With 'college savings'

• 529 Savings Plan Briefing

  Posted on Wednesday May 13th, 2009 at 16:10 in financial planning, college savings, 529 plan

  On the heels of the recent high ranking of the Ohio CollegeAdvantage 529 Savings Plan, Investment News is reporting that Jacqueline Williams, the executive director of the Ohio Tuition Trust Authority is leaving to become director of New America Foun...

• Rankings of Best and Worst 529 Savings Plans

  Posted on Thursday April 23rd, 2009 at 15:04 in financial planning, college savings, 529 plan

  Investors in Ohio’s CollegeAdvantage 529 savings plans have something to feel good about.  The Morningstar investment research firm ranked the savings plan as the best in its rankings released today.  The research firm liked the fact that the Ohi...

• 529 College Savings Plans Not Without Risk

  Posted on Wednesday March 11th, 2009 at 08:44 in financial planning, income tax, tax deductions, college savings, 529 plan

  While you do not get a federal income tax deduction for contributions to a 529 college savings plan, you do benefit from the tax-free growth of the account.  The key factor is that your account must grow to realize that benefit.  As you probably kn...

• 529 College Savings Plan Follow Up

  Posted on Monday February 16th, 2009 at 10:43 in financial planning, IRS, college savings, 529 plan

  Yesterday I posted an update on 529 college savings plans, noting that the IRS will allow investors to make two investment changes for 2009.  Coincidentally, The Columbus Dispatch ran an article today, stating that the Ohio Tuition Trust Authority h...

• Do You Have a 529 College Savings Plan?

  Posted on Sunday February 15th, 2009 at 10:49 in financial planning, IRS, college savings, 529 plan

  This year there is a slight but significant change to the investment rules for 529 college savings plans.  Previously an investor could only change investments once a year.  This created some issues in 2008 when the market sank and investors had al...