529 College Savings Plans

Posted on April 14, 2013

3 Ways to Gift for College

Family members have the best intentions when they offer money to cover college expenses, but if they neglect to use a wise…

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Category: Uncategorized
Posted on June 30, 2011

NC 529 Plan Income Tax Deduction Continues

The North Carolina General Assembly recently passed legislation that preserves the deduction on NC 529 College Savings Plan contributions for all North Carolina taxpayers,…

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Category: NC Income Tax
Posted on May 16, 2009

NC 529 Plan Eliminates Two Investment Options

North Carolina’s 529 College Savings Plan will be eliminating two investment options – the CollegeHorizonFunds and the Balanced Fund – due to…

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Category: Financial Planning
Posted on March 21, 2009

Changes to NC’s 529 College Savings Plan

Here are some recent favorable changes to North Carolina’s National Collge Savings Program (529 Plan): For 2009, a participant may reallocate the…

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Category: Financial Planning
Posted on December 29, 2008

529 College Savings Plan Investments May Be Adjusted Twice Yearly in 2009

The IRS recently announced in Notice 2009-1 that in 2009 the investments in 529 College Savings Plans may be adjusted twice, as opposed to…

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Category: Financial Planning
Posted on March 14, 2008

IRS to Publish New Proposed Regulations for 529 Plans

The IRS has announced that it will soon propose new regulations governing 529 College Savings Plans, which will (I) contain an anti-abuse…

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Category: Gift Tax
Posted on August 9, 2007

NC’s 529 College Savings Plan Recommended

Money magazine, in a August 2007 article on College Savings Plans, recommended North Carolina’s 529 Plan as a good choice for NC residents.  NC’s plan features:…

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Category: Financial Planning
Posted on April 17, 2007

2007 NC Tax Deduction for 529 Plan Contributions

In 2007, qualified North Carolina taxpayers may deduct contributions to North Carolina’s 529 College Savings Plan up to $2,500 for individuals and…

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Categories
Category: Income Tax
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