Treasurers, College Savings Group to Discuss 529 Plans With SEC, MSRB

Hume, Lynn
June 2004
Bond Buyer;6/29/2004, Vol. 348 Issue 31915, p5
Trade Publication
Reports on the deliberations on the tax-advantaged college savings plans that states have set up under section 529 of the U.S. Internal Revenue Code. Scrutiny of the legislature on the adequacy of the fees, disclosures and sales practices associated with college savings plans; Appeal for the standardization of fees and federal regulation of such plans; Proposed restriction of the plan beneficiaries under 35 years of age.


Related Articles

  • Crammin' for Life's Lessons. Miller, Mike // Credit Union Magazine;Apr2004, Vol. 70 Issue 4, p28 

    Discusses the role of financial service providers in helping college students manage personal finance. Basic affordable services for college students; Advantage of savings and checking accounts over preapproved credit card for students; Average cost of basic services affordable to students.

  • Kinder points to fivefold boost in business value. Scott, Tracey // Money Marketing;2/12/2009, p19 

    The article provides information on the benefits of the life planning movement as discussed by George Kinder, founder and president of Kinder Institute at the International Life Planning conference in February 2009 in London, England. Kinder indicates that combining life planning with a...

  • Life-Cycle Investing Is Rolling Our Way. Hogan, Paula H. // Journal of Financial Planning;May2007, Vol. 20 Issue 5, p46 

    • Drawing on 1950s models, the financial planning community uses mainly precautionary savings and diversification strategies to manage personal wealth. But financial economists and many others in the financial services industry have moved on to a new paradigm known as life-cycle investing....

  • Manisha Thakor Talks Money Zen. PEREZ DRAKE, MARTA // Business Officer;Sep2013, Vol. 47 Issue 2, p15 

    An interview with Manisha Thakor of MoneyZen Wealth Management, a boutique firm, is presented. Topics discussed include the involvement of Takor in personal finance and pursuing her her career in financial services, the confusion among men and women about saving and investing, and the importance...

  • The March of time. Bradshaw, Donna // Money Marketing;2/15/2007, p49 

    The article presents the author's opinion on financial planning in Great Britain. Due to lack of personal savings, there is a danger of pensioners having very low incomes in the next 20 years. How much the taxpayers will pay, will decide the government providing them with pensions. The unfair...

  • Firsts for The Year. WASHINGTON, KEMBERLEY // Jet;1/6/2014, Vol. 123 Issue 1, p20 

    The article offers tips on how to prevent monetary problems throughout the year of 2014, particularly in the U.S. Based on the survey by Gallup, only 33% of Americans make a financial plan. Among the recommendations are filing one's taxes as early as possible, coordinate a friend vacation, and...

  • CORRESPONDENT'S WEEK. Dibben, Margaret // Money Marketing;2/2/2006, p47 

    The article the author's experience with personal finance advice in Great Britain. According to the author, her accountant reminded her that tax legislation applies to personal finance journalists as it does to readers. So the author started looking for full receipts. Meanwhile, the author...

  • Ring around and save a fortune. Keenan, Ted // Finance Week;01/26/2001, p60 

    Discusses savings that could be obtained by South Africans from examining the cost of financial services they receive. Comparison of interest rates for mortgage loans; Reduction of the cost of life assurance; Use of short-term insurance; Evaluation of asset financing; Discrepancies between the...

  • Estate Tax Repeal: Why Worry? Wolff, Thomas John // Advisor Today;Oct2000, Vol. 95 Issue 10, p142 

    Comments on the financial services business in the United States. Opinion on the proposed phase out of the federal estate tax; Advice on saving personal incomes.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics