Education Planning

Education Planning

4.11 - 1251 ratings - Source

An invaluabl, in-depth resource for the estate and tax planning strategies and vehicles available for families saving for higher education. While focusingon all aspects of the popular 529 plans, the author also provides information on all other savings options, including 529 prepaid plans, Coverdell Educational Savings Accounts, qualified savings bonds, UGMAs/UTMAs, trusts, insurance, financial aid, grants, scholarships, and loans. It compares and contrasts techniques and applies them to different income groups. Includes numerous planning tips, charts, and examples.PAGE 6 2009-2010 FAFSA ON THE WEB WORKSHEET wWW. ... (Q35) a–i Yes A person is not eligible to file a 1040A or 1040EZ if he or she makes $100, 000 or more, itemizes deductions, receives income from his or her own business or ... 1 Ise the instructions in question 96 to identify who is included in your household.

Title:Education Planning
Author:Nancy Shurtz
Publisher:American Bar Association - 2009


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