College Savings Planning - Page 1 - FFS Blog - Fisher Financial Strategies - Fee-Only Financial Planning, Cambridge, MA - Updates, Notes and Thoughts on Personal Finance

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Tue, June 24, 2008

Extreme College Planning

Most middle-class parents aren’t looking forward to the cost of sending their kids through college. For those of you who really want to get a head start, here’s a scheme that will help maximize your college savings, albeit via rather quirky means. Read the full article

Mon, May 19, 2008

Kentucky versus Davis decision: No Changes for Muni Bonds or 529s

Listen carefully, and you can hear the $2.6 trillion municipal bond market breathe a sigh of relief. Today the U. S. Supreme Court annouced its ruling in DEPARTMENT OF REVENUE OF KENTUCKY ET AL. v. DAVIS ET UX. It concluded, in a 7-2 decision, that it is not unconstitutional for a state to give favorable tax treatment to owners of its own municipal bonds while not doing so for holders of bonds issued by other states. In an earlier post, I discussed how a different decision in this case would have affected not only municipal bonds but also 529 college savings plans. Read the full article

Fri, May 09, 2008

What do municipal bonds and 529 plans have in common?

The Supreme Court is considering an appeal to Kentucky versus Davis, a lawsuit that could have an impact on the state tax treatment of both municipal bonds and some state 529 plans. Read the full article

Wed, April 30, 2008

Saving for College with a 529 Plan

Recently someone said to me that the only reason she invested in a 529 savings plan for her child was that everyone she knew had done the same thing. Often people have at best a vague understanding of how these plans work, why they are a desirable way to save for college, or how to select a plan that suits their needs. Read the full article

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