Saving for College: How Do You Start?

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Updated March 12, 2009
 
The sooner you start investing for college, the more flexibility you'll have and the fewer loan payments you or your child will likely owe.
 

Saving for College: 529 College Savings Plans

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Updated January 20, 2009 
 
A 529 college savings plan is perhaps one of the best ways to invest money to help pay for your child's college education.
 

Saving for College: Strategies for Success

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Updated January 13, 2009
 
529 college savings plans and Education Savings Accounts provide many advantages over custodial accounts, brokerage accounts and savings accounts.
 

Saving for College: Custodial Accounts

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Updated January 9, 2009 
 
Custodial accounts used to be the only tax-advantaged way to save for college. But lately they’ve been eclipsed by the tax-free benefits of 529 plans and Education Savings Accounts.
 

Pension Bill Lifts 529 Cloud

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
July 2, 2007 
 
With the passage of the Pension Protection Act, qualified distributions from 529 college savings plans are tax-free as far as the eye can see.
 

The Parent Trap: College vs. Retirement

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
July 2, 2007 
 
It’s important to balance planning for retirement and your children’s college education so you don’t shortchange your future or your children’s. Here are some ideas to help achieve both goals.
 

Transferring a Custodial Account to a 529 Plan: Can and Should You Transfer?

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Investment Research®
August 17, 2006 
 
Given the attractive tax advantages of 529 college savings plans, can you transfer your child’s UTMA/UGMA into a 529 plan? And should you?
 

Saving for College: Coverdell Education Savings Accounts

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Investment Research®
August 18, 2004
 
An Education Savings Account is a great way to invest money to help pay for your child’s college education.