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Morningstar Advisor Magazine October/November 2009 Issue
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As college costs skyrocket and 529 plans grow in popularity, our experts offer their expertise in planning for this most crucial of expenses.
529 Plans Versus Shared Crummey Trust for Grandchildren Susan T. Bart 11-20-09
529 Plans Versus Shared Crummey Trusts for Children Susan T. Bart 10-23-09
529 Plans Versus Crummey Trusts for Single Beneficiaries Susan T. Bart 09-25-09
529 Plans Versus 2503(c) Trusts Susan T. Bart 08-28-09
IRA Withdrawals for Qualified Higher Education Expenses Susan T. Bart 07-31-09
2009's Best and Worst 529 Plans Greg Brown 06-26-09
Gift Exclusions and Scholarship Exceptions Susan T. Bart 06-26-09
Estate Taxes and the Five-Year Election Susan T. Bart 05-15-09
Make College Affordable Despite the Downturn Susan T. Bart 04-24-09
College Expenses and the Stimulus Package Susan T. Bart 03-27-09
Grandparents, 529s, and Estate Taxes Susan T. Bart 02-27-09
2503 (c) Trusts and 529s Susan T. Bart 01-23-09
529 Changes and the Market Climate Susan T. Bart 12-19-08
Is a Car a Qualified Expense? Susan T. Bart 11-21-08
UTMA Funds and Coverdells Susan T. Bart 10-24-08
Advance Payment and QHEEs Susan T. Bart 09-26-08
529s and Financial Aid Susan T. Bart 08-22-08
529s as IRA Beneficiaries? Susan T. Bart 07-25-08
Post-Graduation Withdrawals Susan T. Bart 06-20-08
Distribution Definitions Susan T. Bart 05-23-08
Disadvantages of 529 Prepaid Plans Marta Norton 05-06-08
'Gifting' UTMA Assets Susan T. Bart 04-25-08
The Accelerated Gift Option and 529s Susan T. Bart 03-28-08
Looking at Proposed 529 Revisions Susan T. Bart 02-22-08
Beneficiary Changes and Gifting Susan T. Bart 01-25-08
529s and Divorce Susan T. Bart 12-28-07
529s with Deceased Trustees Susan T. Bart 11-16-07
Custodial Accounts Versus 529s Susan T. Bart 10-26-07
Improvements in Illinois Mirror National Trends Susan T. Bart 09-28-07
Making Charitable Gifts With UTMA Assets Susan T. Bart 08-24-07
The New Gold Standard among 529 College Savings Plans? Kerry O'Boyle 08-07-07
Determining the Best Savings Vehicle Susan T. Bart 07-27-07
Loan Repayment Not a Qualified Expense Susan T. Bart 06-22-07
Creditor Protection in New York Susan T. Bart 05-25-07
How Much Is Your Client Paying for That 529 College Savings Plan? Kerry O'Boyle 05-15-07
Trust-Owned 529s Susan T. Bart 04-27-07
Florida's Generous Creditor Statute Susan T. Bart 03-23-07
The Best and Worst 529 College Savings Plans for 2007 Kerry O'Boyle 03-06-07
Using 529s in Living Trusts Susan T. Bart 02-23-07
How to Guard Against Overfunding a 529 Susan T. Bart 01-26-07
Maximize Eligibility for Financial Aid Susan T. Bart 12-22-06
Third-Party Gift-Tax Consequences Susan T. Bart 11-17-06
Financial Aid Fuzziness from the Feds Susan T. Bart 10-27-06
Sunset Fades Susan T. Bart 09-29-06
Who Gets Deduction after Account Transfer? Susan T. Bart 08-25-06
Recent Changes to Kiddie Tax Susan T. Bart 07-27-06
Parental Rights Susan T. Bart 06-23-06
Deficit Reduction Act Causes Confusion Susan T. Bart 05-26-06
More States Offer Creditor Protection Susan T. Bart 04-28-06
529s in Trusts Susan T. Bart 03-24-06
The Gift Tax Exclusion Susan T. Bart 02-24-06
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