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Jeff Brown
The leading book on 529s.— The Philadelphia Inquirer
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Joseph Hurley is founder and CEO of Savingforcollege.com LLC, an Internet-focused consulting and publishing company in Pittsford, New York providing information and services relating to section 529 qualified tuition programs ("529 plans"). He has worked for over 20 years providing tax planning services to individuals, business, and tax-exempt organizations as tax partner with Bonadio & Co. LLP, a 100-person CPA firm in Rochester, New York. Hurley is a member of American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the Upstate New York chapter of the Financial Planning Association, and the National Institute of Certified College Planners.
Hurley's web site is considered by many to be the best source of information about this type of investment. Hurley has been widely quoted in the media, including The Wall Street Journal, TIME, Business Week, and USA Today and he has appeared at hearings in Washington to comment on the IRS proposed regulations under section 529.
| Section 1 |
| Chapter 1: History of 529 Plans |
| Chapter 2: Why You Should be Interested in a 529 Plan |
| Chapter 3: Section 529 Overview |
| Chapter 4: Financial Aid Considerations |
| Chapter 5: Prepaid vs. Savings |
| Chapter 6: What to Look For in a 529 Plan: A Checklist |
| Chapter 7: Income Tax Planning with 529 Plans |
| Chapter 8: Estate Planning with 529 Plans |
| Chapter 9: 529 Plan vs. Coverdell Accounts |
| Chapter 10: 529 Plan vs. Qualified Savings Bonds |
| Chapter 11: 529 Plan vs. Other Investment Alternatives |
| Chapter 12: Managing Your 529 Account |
| Section 2 |
| State by State Comparison |
Anonymous
Posted November 27, 2005
I bought this book a year ago, and sadly still have $20G languishing in a savings account because I am no closer to understanding how to invest it in a 529 Plan than I was before I read the book. The author has trouble distilling his vast knowledge of the subject into useful information for the reader. The book is rife with phrases like 'you should consult with a tax advisor', and 'there's no telling how future tax laws will affect your investment', and even says some current tax laws are unclear on specific points. Gee whiz, what can you tell me? There are a lot of data on hundreds of points, but not much conclusive about the major points an investor like me is looking for. Actually, I wanted a book to lead me through the maze of 529 Plans, and help me narrow down the choices so I could then go see my tax advisor with a plan in hand. With this book, I was no closer to hammering out a plan than if I had purchased a book on bathroom remodeling.
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Overview