Expert Insight & Commentary
College
Saving for College: Coverdell Education Savings Accounts
by Rande Spiegelman
March 29, 2013
An Education Savings Account is a great way to invest money to help pay for your child’s college education.
by Rande Spiegelman
March 29, 2013
An Education Savings Account is a great way to invest money to help pay for your child’s college education.
Saving for College: Custodial Accounts
by Rande Spiegelman
March 28, 2013
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.
by Rande Spiegelman
March 28, 2013
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.
Saving for College: Strategies for Success
by Rande Spiegelman
March 8, 2013
529 college savings plans and Education Savings Accounts provide many advantages over custodial accounts, brokerage accounts and savings accounts.
by Rande Spiegelman
March 8, 2013
529 college savings plans and Education Savings Accounts provide many advantages over custodial accounts, brokerage accounts and savings accounts.
Saving for College: 529 College Savings Plans
by Rande Spiegelman
March 7, 2013
A 529 college savings plan is perhaps one of the best ways to invest money to help pay for your child's college education.
by Rande Spiegelman
March 7, 2013
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: How Much Will It Cost?
by Rande Spiegelman
February 6, 2013
College costs go up every year—so the sooner you start saving, the more flexibility you'll have and the fewer loan payments you or your child will likely owe.
by Rande Spiegelman
February 6, 2013
College costs go up every year—so the sooner you start saving, the more flexibility you'll have and the fewer loan payments you or your child will likely owe.
The Parent Trap: College vs. Retirement
by Rande Spiegelman
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.
by Rande Spiegelman
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?
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?