Descripci�n Paperback. Condici�n: new. Paperback. While much of the transfer of wealth comes in the form of inheritance, today inter vivos expenditures for a good education may be even more important than intergenerational transfers at death. This accessible resource focuses on Section 529 plans, comparing and contrasting them with other education planning techniques. The authors identify the need to develop strategies for financing K-12, college, graduate, or professional education, detail the rules by which these goals may be accomplished, and explain how to integrate education planning into an individual's comprehensive paradigm for financial, tax, retirement, and estate planning.Although the book's primary focus is on 529 plans, this accessible resource also provides a thorough introduction to the other education savings vehicles that are available. In addition, the book addresses strategies for financing education when savings prove inadequate, including guidance on financial aid planning.Throughout the text, Planning Pointers address some of the critical planning issues that arise in the education planning context. Invaluable appendices contain various materials--glossary, acronyms, abbreviations, statutes, forms, and other resources--to assist the planner.A roadmap for creating effective strategies for education financing, this guide's clear information and practice tips make this a useful and accessible resource for a broad audience, including estate planners, general practitioners, tax lawyers, accountants, financial planners, trust officers, and financial aid administrators. Learn about using Section 529 plans for financing K-12, college, graduate, or professional education. This resource, complete with plentiful practice pointers, details the rules for education planning and how to integrate it into an individual's comprehensive paradigm for financial, tax, retirement, and estate planning. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. N� de ref. del art�culo: 9781641059541

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529 Plans : What Every Planner Needs to Know

Fitch, Alexander B.; Shurtz, Nancy E.; Tirrell, Robert

Publicado por American Bar Association (2022)

ISBN 10: 1641059540 ISBN 13: 9781641059541

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Descripci�n Condici�n: New. N� de ref. del art�culo: 44845907-n

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529 Plans (Paperback)

Nancy E. Shurtz

Publicado por American Bar Association, Chicago, IL (2022)

ISBN 10: 1641059540 ISBN 13: 9781641059541

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(Truganina, VIC, Australia)

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Descripci�n Paperback. Condici�n: new. Paperback. While much of the transfer of wealth comes in the form of inheritance, today inter vivos expenditures for a good education may be even more important than intergenerational transfers at death. This accessible resource focuses on Section 529 plans, comparing and contrasting them with other education planning techniques. The authors identify the need to develop strategies for financing K-12, college, graduate, or professional education, detail the rules by which these goals may be accomplished, and explain how to integrate education planning into an individual's comprehensive paradigm for financial, tax, retirement, and estate planning.Although the book's primary focus is on 529 plans, this accessible resource also provides a thorough introduction to the other education savings vehicles that are available. In addition, the book addresses strategies for financing education when savings prove inadequate, including guidance on financial aid planning.Throughout the text, Planning Pointers address some of the critical planning issues that arise in the education planning context. Invaluable appendices contain various materials--glossary, acronyms, abbreviations, statutes, forms, and other resources--to assist the planner.A roadmap for creating effective strategies for education financing, this guide's clear information and practice tips make this a useful and accessible resource for a broad audience, including estate planners, general practitioners, tax lawyers, accountants, financial planners, trust officers, and financial aid administrators. Learn about using Section 529 plans for financing K-12, college, graduate, or professional education. This resource, complete with plentiful practice pointers, details the rules for education planning and how to integrate it into an individual's comprehensive paradigm for financial, tax, retirement, and estate planning. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability. N� de ref. del art�culo: 9781641059541

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