Posts Tagged ‘529 Expenses’

2009 Changes to 529 Plans – Throw Me A Lifeline!

February 28th, 2009 by Administrator | Posted in 529 Law Changes in 2009 | No Comments »

Description: A little known secret in the Stimulus Package is that the 529 College Savings Plans have been made a little better with some law changes.

There are two main changes to be aware of, one benefiting those whose children are not yet in college and the other for those whose children are already in college.

1. [...]

Insider Information on Fees – What Brokers Won’t Tell You!

January 20th, 2009 by Administrator | Posted in 529 Expenses | No Comments »

Description: This is where it’s so important to know how fees are built-in to your plan and how to avoid them. Let’s examine the different types of fees.

1. Broker-sold plans vs. Direct plans: Simply stated, if you buy a plan through a broker for their “advice”, you pay an upfront fee which comes out of [...]