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Title
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| 1) |
529 college programs, college savings plans
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An overview of 529 college savings plans, which provide variable rates of return based on the type of investments you chose from the available options.
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| 2) |
529 college programs, effect on financial aid
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The details about how money in 529 college savings plans and 529 prepaid tuition plans affect a student’s eligibility for needs-based federal financial aid.
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| 3) |
529 college programs, prepaid tuition plans
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An overview of the original type of 529 program, prepaid tuition plans, which allow you to lock in the cost of tuition based on today’s prices.
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| 4) |
529 college programs, the income tax benefits
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529 college savings programs offer you a tax-free way to save for future college costs. Here’s a rundown of the state and federal income tax benefits.
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| 5) |
529 plans, Cashing in Savings Bonds
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You may be able to cash in your Savings Bonds tax free when you use the proceeds to contribute to a 529 college savings plan. Here are the advantages of cashing in your bonds, as well as the advantages of keeping them.
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| 6) |
529 plans, custodial account transfers
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What to consider before you transfer assets from a custodial account into a 529 college savings plan.
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| 7) |
529 programs, contributions and withdrawals
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You can contribute to a 529 college savings program regardless of your income level and as owner, you remain in control of the account. You can withdraw your savings for non-college use, but you’ll be subject to income and penalty taxes.
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| 8) |
College loan interest deduction, rules
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You can claim the federal student loan interest deduction if you meet the income limits and these rules.
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| 9) |
College planning through the ages
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How do you save and invest for your child’s college education? Here are some general suggestions based on your time horizon.
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| 10) |
College planning, Smart savings strategies
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Five tips for saving for your child’s college education.
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| 11) |
College planning, tax-favored ways to save
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A summary of the main tax-advantaged ways to save for college: education savings accounts, 529 college savings programs, U.S. Savings Bonds, and custodial accounts.
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| 12) |
College tax credit rules
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A summary of the rules for claiming the federal Hope credit or lifetime learning tax credit for college tuition.
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| 13) |
College: Life Insurance and Education
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Use of cash value life insurance as a supplemental savings plan for college financing.
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| 14) |
College: Tax Breaks for Education Saving
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Tax break information for 529 College Savings Plans, Coverdell Education Savings Accounts, and Custodial Accounts.
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| 15) |
College: Savings bonds, the general rules
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Series EE bonds issued after 1989 and Series I bonds purchased anytime have a college tax-savings feature. Here’s a summary of the main eligibility requirements.
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| 16) |
Custodial accounts, the general rules
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When you put assets in a custodial account you can’t take them back. So whether you already have a custodial account or you’re considering opening one, review these rules and the alternatives.
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| 17) |
Education savings accounts, contributions
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You can contribute up to $2,000 a year to an education savings account until a child’s 18th birthday. Here are the details.
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| 18) |
Estate planning: Giving While You're Living
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Summary of information on gift taxes.
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
