Pregled bibliografske jedinice broj: 129974
Assisting Clients in College Education Funding Choices: A Framework for Comparing Alternatives
Assisting Clients in College Education Funding Choices: A Framework for Comparing Alternatives // Journal of Financial Service Professionals, 57 (2003), 1; 74-84 (podatak o recenziji nije dostupan, članak, znanstveni)
CROSBI ID: 129974 Za ispravke kontaktirajte CROSBI podršku putem web obrasca
Naslov
Assisting Clients in College Education Funding Choices: A Framework for Comparing Alternatives
Autori
Hulse, S. David ; Harden, J. William
Izvornik
Journal of Financial Service Professionals (1537-1816) 57
(2003), 1;
74-84
Vrsta, podvrsta i kategorija rada
Radovi u časopisima, članak, znanstveni
Ključne riječi
education tax incentives; section 529 plans; education saving accounts
Sažetak
Recent educational tax provisions may present large potential benefits to many clients. However, determining which metod of saving for college is best for given family has become much more complex. This article provides an overview of the tax provisions and models the after-tax wealth benefits of investments in three types of college saving strategies. The use of such a projection is preferable to a naive rule of thumb applied to all client situations. The better the consultant's knowledge of the client's circumstances and how they affect these trade-offs, the greater the benefit to the client.
Izvorni jezik
Engleski
Znanstvena područja
Ekonomija
