Tax-preferred college savings :: introduction and analyses of 529 plans /
Gespeichert in:
| Weitere Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
New York :
Nova Publishers, ;
[2013]
|
| Schriftenreihe: | Financial institutions and services.
|
| Schlagworte: | |
| Online-Zugang: | Volltext |
| Beschreibung: | 1 online resource. |
| Bibliographie: | Includes bibliographical references and index. |
| ISBN: | 9781624179365 1624179363 |
Internformat
MARC
| LEADER | 00000cam a2200000 i 4500 | ||
|---|---|---|---|
| 001 | ZDB-4-EBU-ocn965772043 | ||
| 003 | OCoLC | ||
| 005 | 20241004212047.0 | ||
| 006 | m o d | ||
| 007 | cr ||||||||||| | ||
| 008 | 130731s2013 nyua ob 001 0 eng | ||
| 010 | |a 2020677623 | ||
| 040 | |a DLC |b eng |e rda |c DLC |d YDXCP |d N$T |d OCLCF |d S9I |d STF |d EBLCP |d OCLCO |d OCLCQ |d OCLCO |d OCLCL | ||
| 019 | |a 938719565 | ||
| 020 | |a 9781624179365 |q ebook | ||
| 020 | |a 1624179363 | ||
| 020 | |z 9781624179341 |q (hardcover) | ||
| 020 | |z 1624179347 | ||
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| 049 | |a MAIN | ||
| 245 | 0 | 0 | |a Tax-preferred college savings : |b introduction and analyses of 529 plans / |c Harrison A. Prokopowicz, editor. |
| 264 | 1 | |a New York : |b Nova Publishers, ; |c [2013] | |
| 300 | |a 1 online resource. | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 347 | |a data file |2 rda | ||
| 490 | 1 | |a Financial Institutions and Services | |
| 504 | |a Includes bibliographical references and index. | ||
| 588 | |a Description based on print version record. | ||
| 505 | 0 | |a TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; CONTENTS ; PREFACE ; Chapter 1 TAX-PREFERRED COLLEGE SAVINGS PLANS: AN INTRODUCTION TO 529 PLANS* ; INTRODUCTION ; OVERVIEW OF 529 PLANS ; TYPES OF 529 PLANS: PREPAID AND SAVINGS PLANS; TAX TREATMENT OF 529 PLANS ; Income Tax Treatment ; Contributions; Distributions ; Calculating the Taxable Portion of a 529 Distribution: A Stylized Example ; Interaction with Other Education Tax Benefits ; Rollovers and Transfers ; Gift Tax. | |
| 505 | 8 | |a INTERACTION OF ASSETS AND DISTRIBUTIONS FROM 529 PLANS WITH FEDERAL STUDENT AID37 CONCLUSION ; End Notes ; Chapter 2 HIGHER EDUCATION: A SMALL PERCENTAGE OF FAMILIES SAVE IN 529 PLANS* ; WHY GAO DID THIS STUDY ; WHAT GAO RECOMMENDS; WHAT GAO FOUND ; ABBREVIATIONS ; BACKGROUND ; History of 529 Plans ; Federal Requirements for 529 Plans ; 529 Plan Operation and Features ; Plan Disclosures ; Student Financial Aid ; FEW FAMILIES HAVE 529 PLANS AND THOSE WHO DO TEND TO BE WEALTHIER ; A Small Percentage of Families Have 529 Plans. | |
| 505 | 8 | |a Families with 529 Plans Generally Have More Wealth and Education than Those without 529 Plans STATES' 529 PLAN FEATURES AND OTHER FACTORS CAN AFFECT PARTICIPATION ; Tax Benefits, Fees, and Investment Options Vary Across State 529 Plans ; State Tax Benefits ; Fees ; Investment Options ; Participation is Affected by Ability to Save and Other Factors, but Some States Have Adopted Strategies to Address Barriers ; Ability to Save; Awareness of 529 Plans as a Savings Option ; State Variation, Tax Implications, and a Limit on Investment Option Changes. | |
| 505 | 8 | |a SAVINGS IN 529 PLANS AFFECT FINANCIAL AID THE SAME AS OTHER ASSETSSavings in 529 Plans Are Treated Similarly to Other Assets That Are Included When Calculating the Expected Family Contribution ; Many States and Selected Institutions Also Treat 529 Plan Savings as Assets ; States ; Institutions ; CONCLUDING OBSERVATIONS; AGENCY COMMENTS ; APPENDIX I: OBJECTIVES, SCOPE, AND METHODOLOGY ; Analysis of Government Data ; Interviews with State 529 Plan Representatives, Academic Experts, and Industry Representatives ; Analysis of Plan and Industry Data and Documentation ; Literature Review. | |
| 505 | 8 | |a Financial Aid Analysis End Notes ; End Notes for Appendix I ; Chapter 3 AN ANALYSIS OF SECTION 529 COLLEGE SAVINGS AND PREPAID TUITION PLANS: A REPORT PREPARED BY THE DEPARTMENT OF TREASURY FOR THE WHITE HOUSE TASK FORCE ON MIDDLE CLASS WORKING FAMILIES* ; EXECUTIVE SUMMARY1; Background ; Principal Findings ; Recommendations ; I. INTRODUCTION ; II. HOW SECTION 529 PLANS WORK ; III. THE GROWTH OF SECTION 529 PLANS ; IV. QUANTIFYING THE TAX BENEFITS OF SECTION 529 PLANS; V. OTHER TAX-PREFERRED VEHICLES FOR COLLEGE SAVINGS ; Coverdell Educational Savings Accounts. | |
| 650 | 0 | |a College costs |z United States. | |
| 650 | 0 | |a Education savings accounts |z United States. |0 http://id.loc.gov/authorities/subjects/sh2021012144 | |
| 650 | 0 | |a Education, Higher |z United States |x Finance. | |
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| 650 | 7 | |a College costs |2 fast | |
| 650 | 7 | |a Education, Higher |x Finance |2 fast | |
| 650 | 7 | |a Universities and colleges |x Finance |2 fast | |
| 651 | 7 | |a United States |2 fast |1 https://id.oclc.org/worldcat/entity/E39PBJtxgQXMWqmjMjjwXRHgrq | |
| 700 | 1 | |a Prokopowicz, Harrison A., |e editor. | |
| 776 | 0 | 8 | |i Print version: |t Tax-preferred college savings |d New York : Nova Publishers ; [2013] |z 9781624179341 |w (DLC) 2013431674 |
| 830 | 0 | |a Financial institutions and services. |0 http://id.loc.gov/authorities/names/no2005072672 | |
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| 938 | |a EBSCOhost |b EBSC |n 1423364 | ||
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Datensatz im Suchindex
| DE-BY-FWS_katkey | ZDB-4-EBU-ocn965772043 |
|---|---|
| _version_ | 1816796925483024384 |
| adam_text | |
| any_adam_object | |
| author2 | Prokopowicz, Harrison A. |
| author2_role | edt |
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| author_facet | Prokopowicz, Harrison A. |
| building | Verbundindex |
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| callnumber-first | L - Education |
| callnumber-label | LB2342 |
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| contents | TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; CONTENTS ; PREFACE ; Chapter 1 TAX-PREFERRED COLLEGE SAVINGS PLANS: AN INTRODUCTION TO 529 PLANS* ; INTRODUCTION ; OVERVIEW OF 529 PLANS ; TYPES OF 529 PLANS: PREPAID AND SAVINGS PLANS; TAX TREATMENT OF 529 PLANS ; Income Tax Treatment ; Contributions; Distributions ; Calculating the Taxable Portion of a 529 Distribution: A Stylized Example ; Interaction with Other Education Tax Benefits ; Rollovers and Transfers ; Gift Tax. INTERACTION OF ASSETS AND DISTRIBUTIONS FROM 529 PLANS WITH FEDERAL STUDENT AID37 CONCLUSION ; End Notes ; Chapter 2 HIGHER EDUCATION: A SMALL PERCENTAGE OF FAMILIES SAVE IN 529 PLANS* ; WHY GAO DID THIS STUDY ; WHAT GAO RECOMMENDS; WHAT GAO FOUND ; ABBREVIATIONS ; BACKGROUND ; History of 529 Plans ; Federal Requirements for 529 Plans ; 529 Plan Operation and Features ; Plan Disclosures ; Student Financial Aid ; FEW FAMILIES HAVE 529 PLANS AND THOSE WHO DO TEND TO BE WEALTHIER ; A Small Percentage of Families Have 529 Plans. Families with 529 Plans Generally Have More Wealth and Education than Those without 529 Plans STATES' 529 PLAN FEATURES AND OTHER FACTORS CAN AFFECT PARTICIPATION ; Tax Benefits, Fees, and Investment Options Vary Across State 529 Plans ; State Tax Benefits ; Fees ; Investment Options ; Participation is Affected by Ability to Save and Other Factors, but Some States Have Adopted Strategies to Address Barriers ; Ability to Save; Awareness of 529 Plans as a Savings Option ; State Variation, Tax Implications, and a Limit on Investment Option Changes. SAVINGS IN 529 PLANS AFFECT FINANCIAL AID THE SAME AS OTHER ASSETSSavings in 529 Plans Are Treated Similarly to Other Assets That Are Included When Calculating the Expected Family Contribution ; Many States and Selected Institutions Also Treat 529 Plan Savings as Assets ; States ; Institutions ; CONCLUDING OBSERVATIONS; AGENCY COMMENTS ; APPENDIX I: OBJECTIVES, SCOPE, AND METHODOLOGY ; Analysis of Government Data ; Interviews with State 529 Plan Representatives, Academic Experts, and Industry Representatives ; Analysis of Plan and Industry Data and Documentation ; Literature Review. Financial Aid Analysis End Notes ; End Notes for Appendix I ; Chapter 3 AN ANALYSIS OF SECTION 529 COLLEGE SAVINGS AND PREPAID TUITION PLANS: A REPORT PREPARED BY THE DEPARTMENT OF TREASURY FOR THE WHITE HOUSE TASK FORCE ON MIDDLE CLASS WORKING FAMILIES* ; EXECUTIVE SUMMARY1; Background ; Principal Findings ; Recommendations ; I. INTRODUCTION ; II. HOW SECTION 529 PLANS WORK ; III. THE GROWTH OF SECTION 529 PLANS ; IV. QUANTIFYING THE TAX BENEFITS OF SECTION 529 PLANS; V. OTHER TAX-PREFERRED VEHICLES FOR COLLEGE SAVINGS ; Coverdell Educational Savings Accounts. |
| ctrlnum | (OCoLC)965772043 |
| dewey-full | 378.3/80973 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 378 - Higher education (Tertiary education) |
| dewey-raw | 378.3/80973 |
| dewey-search | 378.3/80973 |
| dewey-sort | 3378.3 580973 |
| dewey-tens | 370 - Education |
| discipline | Pädagogik |
| format | Electronic eBook |
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| series2 | Financial Institutions and Services |
| spelling | Tax-preferred college savings : introduction and analyses of 529 plans / Harrison A. Prokopowicz, editor. New York : Nova Publishers, ; [2013] 1 online resource. text txt rdacontent computer c rdamedia online resource cr rdacarrier data file rda Financial Institutions and Services Includes bibliographical references and index. Description based on print version record. TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; CONTENTS ; PREFACE ; Chapter 1 TAX-PREFERRED COLLEGE SAVINGS PLANS: AN INTRODUCTION TO 529 PLANS* ; INTRODUCTION ; OVERVIEW OF 529 PLANS ; TYPES OF 529 PLANS: PREPAID AND SAVINGS PLANS; TAX TREATMENT OF 529 PLANS ; Income Tax Treatment ; Contributions; Distributions ; Calculating the Taxable Portion of a 529 Distribution: A Stylized Example ; Interaction with Other Education Tax Benefits ; Rollovers and Transfers ; Gift Tax. INTERACTION OF ASSETS AND DISTRIBUTIONS FROM 529 PLANS WITH FEDERAL STUDENT AID37 CONCLUSION ; End Notes ; Chapter 2 HIGHER EDUCATION: A SMALL PERCENTAGE OF FAMILIES SAVE IN 529 PLANS* ; WHY GAO DID THIS STUDY ; WHAT GAO RECOMMENDS; WHAT GAO FOUND ; ABBREVIATIONS ; BACKGROUND ; History of 529 Plans ; Federal Requirements for 529 Plans ; 529 Plan Operation and Features ; Plan Disclosures ; Student Financial Aid ; FEW FAMILIES HAVE 529 PLANS AND THOSE WHO DO TEND TO BE WEALTHIER ; A Small Percentage of Families Have 529 Plans. Families with 529 Plans Generally Have More Wealth and Education than Those without 529 Plans STATES' 529 PLAN FEATURES AND OTHER FACTORS CAN AFFECT PARTICIPATION ; Tax Benefits, Fees, and Investment Options Vary Across State 529 Plans ; State Tax Benefits ; Fees ; Investment Options ; Participation is Affected by Ability to Save and Other Factors, but Some States Have Adopted Strategies to Address Barriers ; Ability to Save; Awareness of 529 Plans as a Savings Option ; State Variation, Tax Implications, and a Limit on Investment Option Changes. SAVINGS IN 529 PLANS AFFECT FINANCIAL AID THE SAME AS OTHER ASSETSSavings in 529 Plans Are Treated Similarly to Other Assets That Are Included When Calculating the Expected Family Contribution ; Many States and Selected Institutions Also Treat 529 Plan Savings as Assets ; States ; Institutions ; CONCLUDING OBSERVATIONS; AGENCY COMMENTS ; APPENDIX I: OBJECTIVES, SCOPE, AND METHODOLOGY ; Analysis of Government Data ; Interviews with State 529 Plan Representatives, Academic Experts, and Industry Representatives ; Analysis of Plan and Industry Data and Documentation ; Literature Review. Financial Aid Analysis End Notes ; End Notes for Appendix I ; Chapter 3 AN ANALYSIS OF SECTION 529 COLLEGE SAVINGS AND PREPAID TUITION PLANS: A REPORT PREPARED BY THE DEPARTMENT OF TREASURY FOR THE WHITE HOUSE TASK FORCE ON MIDDLE CLASS WORKING FAMILIES* ; EXECUTIVE SUMMARY1; Background ; Principal Findings ; Recommendations ; I. INTRODUCTION ; II. HOW SECTION 529 PLANS WORK ; III. THE GROWTH OF SECTION 529 PLANS ; IV. QUANTIFYING THE TAX BENEFITS OF SECTION 529 PLANS; V. OTHER TAX-PREFERRED VEHICLES FOR COLLEGE SAVINGS ; Coverdell Educational Savings Accounts. College costs United States. Education savings accounts United States. http://id.loc.gov/authorities/subjects/sh2021012144 Education, Higher United States Finance. BUSINESS & ECONOMICS Public Finance. bisacsh College costs fast Education, Higher Finance fast Universities and colleges Finance fast United States fast https://id.oclc.org/worldcat/entity/E39PBJtxgQXMWqmjMjjwXRHgrq Prokopowicz, Harrison A., editor. Print version: Tax-preferred college savings New York : Nova Publishers ; [2013] 9781624179341 (DLC) 2013431674 Financial institutions and services. http://id.loc.gov/authorities/names/no2005072672 FWS01 ZDB-4-EBU FWS_PDA_EBU https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=1423364 Volltext |
| spellingShingle | Tax-preferred college savings : introduction and analyses of 529 plans / Financial institutions and services. TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; TAX-PREFERRED COLLEGE SAVINGS INTRODUCTION AND ANALYSES OF 529 PLANS ; CONTENTS ; PREFACE ; Chapter 1 TAX-PREFERRED COLLEGE SAVINGS PLANS: AN INTRODUCTION TO 529 PLANS* ; INTRODUCTION ; OVERVIEW OF 529 PLANS ; TYPES OF 529 PLANS: PREPAID AND SAVINGS PLANS; TAX TREATMENT OF 529 PLANS ; Income Tax Treatment ; Contributions; Distributions ; Calculating the Taxable Portion of a 529 Distribution: A Stylized Example ; Interaction with Other Education Tax Benefits ; Rollovers and Transfers ; Gift Tax. INTERACTION OF ASSETS AND DISTRIBUTIONS FROM 529 PLANS WITH FEDERAL STUDENT AID37 CONCLUSION ; End Notes ; Chapter 2 HIGHER EDUCATION: A SMALL PERCENTAGE OF FAMILIES SAVE IN 529 PLANS* ; WHY GAO DID THIS STUDY ; WHAT GAO RECOMMENDS; WHAT GAO FOUND ; ABBREVIATIONS ; BACKGROUND ; History of 529 Plans ; Federal Requirements for 529 Plans ; 529 Plan Operation and Features ; Plan Disclosures ; Student Financial Aid ; FEW FAMILIES HAVE 529 PLANS AND THOSE WHO DO TEND TO BE WEALTHIER ; A Small Percentage of Families Have 529 Plans. Families with 529 Plans Generally Have More Wealth and Education than Those without 529 Plans STATES' 529 PLAN FEATURES AND OTHER FACTORS CAN AFFECT PARTICIPATION ; Tax Benefits, Fees, and Investment Options Vary Across State 529 Plans ; State Tax Benefits ; Fees ; Investment Options ; Participation is Affected by Ability to Save and Other Factors, but Some States Have Adopted Strategies to Address Barriers ; Ability to Save; Awareness of 529 Plans as a Savings Option ; State Variation, Tax Implications, and a Limit on Investment Option Changes. SAVINGS IN 529 PLANS AFFECT FINANCIAL AID THE SAME AS OTHER ASSETSSavings in 529 Plans Are Treated Similarly to Other Assets That Are Included When Calculating the Expected Family Contribution ; Many States and Selected Institutions Also Treat 529 Plan Savings as Assets ; States ; Institutions ; CONCLUDING OBSERVATIONS; AGENCY COMMENTS ; APPENDIX I: OBJECTIVES, SCOPE, AND METHODOLOGY ; Analysis of Government Data ; Interviews with State 529 Plan Representatives, Academic Experts, and Industry Representatives ; Analysis of Plan and Industry Data and Documentation ; Literature Review. Financial Aid Analysis End Notes ; End Notes for Appendix I ; Chapter 3 AN ANALYSIS OF SECTION 529 COLLEGE SAVINGS AND PREPAID TUITION PLANS: A REPORT PREPARED BY THE DEPARTMENT OF TREASURY FOR THE WHITE HOUSE TASK FORCE ON MIDDLE CLASS WORKING FAMILIES* ; EXECUTIVE SUMMARY1; Background ; Principal Findings ; Recommendations ; I. INTRODUCTION ; II. HOW SECTION 529 PLANS WORK ; III. THE GROWTH OF SECTION 529 PLANS ; IV. QUANTIFYING THE TAX BENEFITS OF SECTION 529 PLANS; V. OTHER TAX-PREFERRED VEHICLES FOR COLLEGE SAVINGS ; Coverdell Educational Savings Accounts. College costs United States. Education savings accounts United States. http://id.loc.gov/authorities/subjects/sh2021012144 Education, Higher United States Finance. BUSINESS & ECONOMICS Public Finance. bisacsh College costs fast Education, Higher Finance fast Universities and colleges Finance fast |
| subject_GND | http://id.loc.gov/authorities/subjects/sh2021012144 |
| title | Tax-preferred college savings : introduction and analyses of 529 plans / |
| title_auth | Tax-preferred college savings : introduction and analyses of 529 plans / |
| title_exact_search | Tax-preferred college savings : introduction and analyses of 529 plans / |
| title_full | Tax-preferred college savings : introduction and analyses of 529 plans / Harrison A. Prokopowicz, editor. |
| title_fullStr | Tax-preferred college savings : introduction and analyses of 529 plans / Harrison A. Prokopowicz, editor. |
| title_full_unstemmed | Tax-preferred college savings : introduction and analyses of 529 plans / Harrison A. Prokopowicz, editor. |
| title_short | Tax-preferred college savings : |
| title_sort | tax preferred college savings introduction and analyses of 529 plans |
| title_sub | introduction and analyses of 529 plans / |
| topic | College costs United States. Education savings accounts United States. http://id.loc.gov/authorities/subjects/sh2021012144 Education, Higher United States Finance. BUSINESS & ECONOMICS Public Finance. bisacsh College costs fast Education, Higher Finance fast Universities and colleges Finance fast |
| topic_facet | College costs United States. Education savings accounts United States. Education, Higher United States Finance. BUSINESS & ECONOMICS Public Finance. College costs Education, Higher Finance Universities and colleges Finance United States |
| url | https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=1423364 |
| work_keys_str_mv | AT prokopowiczharrisona taxpreferredcollegesavingsintroductionandanalysesof529plans |