The Best Way to Save for College - A Complete Guide to Section 529 Plans

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9780967032238: The Best Way to Save for College - A Complete Guide to Section 529 Plans
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College savings plans, 529 Plans, Qualified state tuition programs, QSTPs, Prepaid tuition contracts, Educational savings accounts. They go by many names, but they all represent the same thing: a REVOLUTION in the way families with children are investing for the future.

What other type of program allows you to invest over $100,000 in a professionally-managed tax-deferred account for each child without regard to age or income level? Where else does your state offer significant benefits for investing, including tax deductions, income exemption, and even scholarship money. What other mechanism allows estates by hundreds of thousands of dollars without gift tax, and without giving up control of the assets?

The answer is that no other IRS-approved program provides the combination of benefits that a Section 529 state-sponsored college savings plan does. Investing for future college expenses will never be the same again. And forget what you may have heard about these plans. You are not limited to the plan in your own state, and you do not have to send your child to an in-state college. You can even set up an account for yourself!

In THE BEST WAY TO SAVE FOR COLLEGE - A Complete Guide to Section 529 Plans, Joseph F. Hurley, CPA describes how 529 Plans work: the tax rules, planning strategies, impact on college financial aid. He compares them to other alternatives such as the Education IRA, savings bonds, and mutual funds. And he describes each state's plan, including its best and worst features. The various state plans are not created equal. Learn which ones to use and which ones to stay away from.

You've heard about them. Now it's time to learn about them. Whether you are a professional planner, a college financial aid officer, or a careful investor, you need to have all the facts.

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About the Author:

Joseph F. Hurley, CPA, is widely acknowledged as the leading independent expert on Section 529 plans. In addition to writing The Best Way To Save For College-A Complete Guide to Section 529 Plans, he edits a newsletter for financial advisers called The 529 Plan Report. He also maintains a Web site that contains more information about 529 Plans than any other and has been recommended by editors at Morningstar.net, TheStreet.com, Forbes.com, The Motley Fool, AndrewTobias.com, and other online publications.

Mr. Hurley has been active in writing and lecturing on the topic of saving for college with Section 529 Plans. He was the only nongovernmental speaker to present comments at hearings in Washington on the IRS's proposed regulations under Section 529. He has published articles in the Journal of Accountancy and InvestmentNews and has been quoted in newspapers and magazines around the country including USA Today, The Wall Street Journal, The Boston Globe, The Philadelphia Inquirer, Kiplinger's Personal Finance Magazine, The San Jose Mercury News, and others.

Mr. Hurley is tax partner with Bonadio & Co., LLP in Pittsford, New York. With over 20 years of experience, he has counseled thousands of business owners, individual investors, and charitable organizations. He is a 1978 graduate of Williams College.

Review:

"A fantastic summary of 529 plans. This book should be read by anyone planning to send a child to college." -- a reader says...

"Before this book came out, good information on 529 plans was hard to find. Joe Hurley has done a terrific job of making it easy to get all the details on these plans. It's well researched and authoritative, yet easy to read and the presentation is balanced and thoughtful. Best of all, there's a thorough analysis of features in every existing plan. You'll learn what the best and worst features of every plan are, and find the plan that's right for you. This is a must read for anyone who is thinking of using one of these plans - or considering an alternative, such as a custodial account or education IRA. It has my highest recommendation." -- Kaye A. Thomas, Esq., Fairmark Press Tax Guide for Investors

"Finally, a book explaining pre-paid college programs in a way we can all understand." -- Deena B. Katz, President, Evensky, Brown & Katz, named one of the Best Financial Planners by Worth magazine

"Great Book!! . . . excellent and very easy to read." -- a reader says...

"Terrific guide to a new way to save for college. Highly recommended. This is the first comprehensive analysis that I've seen of an extremely important and relatively new way to save on a tax-deferred basis for your children's or grandchildren's college expenses. It's well-written, comprehensive, and objective, and it gave me enough data to make an informed decision." -- a reader says...

"The best book ever written about saving for college! This book unlocks the secrets of saving for college like the 401k plan did for saving for retirement. A real must for all families to understand." -- a reader says...

"This book is the most comprehensive book available on these types of college investments." -- Rick Darvis, CPA, author of PPC's Guide to College Financial Aid

A first rate work and the first to capture the dynamism of the prepaid plan market. This book is the bible of prepaid plan details, and all of us who study this field are grateful to him for his work. -- Michael A. Olivas, William B. Bates Professor of Law,

It's a delight to see a book on a complicated subject written, edited and presented so clearly and comprehensively. -- David Kinchen, Editor and Book Critic, The Register-Herald

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