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

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

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by Joseph F. Hurley
     
 

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With over 75,000 copies sold, The Best Way to Save for College has become the one book college-bound families and professional planners must have. This book is still the number one resource on all 529 programs and other college savings strategies (including Coverdell Education Savings Accounts). Read below for a preview of the 2003/2004 edition's chapters:

Overview

With over 75,000 copies sold, The Best Way to Save for College has become the one book college-bound families and professional planners must have. This book is still the number one resource on all 529 programs and other college savings strategies (including Coverdell Education Savings Accounts). Read below for a preview of the 2003/2004 edition's chapters:
Section One

  • Chapter 1: History of 529 Plans
  • Chapter 2: Why You Should be Invested 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 Two
Section Two consists of a state-by-state comparison of all 529 programs. With more than ninety 529 programs to choose from, this comparison will prove to be a great resource in determining which program is right for you!

About the Author

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.

Editorial Reviews

Warren Boroson
The definitive guide happens to be The Best Way to Save for College - A Complete Guide to 529 Plans, by Joseph F. Hurley.
Daily Record Newspapers
David Kinchen
There is just no option when it comes to figuring out college savings plans: Get your hands on this book.
Huntington News
CPA Journal
Fortunately, this book is exactly what the title states: a comprehensive and clearly written guide to saving for college
Jeff Brown
The leading book on 529s.
The Philadelphia Inquirer

Product Details

ISBN-13:
9780974297750
Publisher:
Savingforcollege.com, LLC
Publication date:
10/28/2004
Edition description:
2005 Edition
Pages:
331
Product dimensions:
5.98(w) x 9.02(h) x 0.84(d)
Age Range:
18 Years

What People are saying about this

Thomas
This guide 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 Coverdell education savings account. It has my highest recommendation.
— Fairmark Press Tax Guide for Investors

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The Best Way to Save for College: A Complete Guide to 529 Plans 2 out of 5 based on 0 ratings. 2 reviews.
Anonymous More than 1 year ago
Guest More than 1 year ago
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.