October 2008

This month we highlight a series of podcasts from the U.S. Securities and Exchange Commission about tax-advantaged 529 plans for saving for college costs.

 

 

  • Part I defines 529 plans.
  • Part II discusses the federal and state tax benefits of 529 plans.
  • Part III discusses fees associated with 529 plans.
  • Part IV discusses ways to reduce or avoid some of the fees and expenses associated with 529 plans.
  • Part V discusses the impact of having a 529 plan on the student's eligibility for need based financial aid.

 

Brain Food contains links to sites that we think provide interesting information. While we like highlighting good podcasts, neither the credit union nor Remar Sutton and Associates mean this spotlight on the podcasts to be an endorsement of any products or services mentioned in them.

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