Investing > College Savings - Morningstar Advisor

Morningstar Advisor Magazine August/September 2010 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.



529s and Generation-Skipping Trusts	Susan T. Bart	07-23-10

Cloudy With a Chance of High Fees	Laura Pavlenko Lutton	05-28-10

Gifts and 529s	Susan T. Bart	04-23-10

End-of-Year 529 Timing	Susan T. Bart	03-26-10

529s and Bankruptcy	Susan T. Bart	02-26-10

Education Credits and Other Tax Provisions	Susan T. Bart	01-29-10

Multi-Generation Trusts and 529 Plans	Susan T. Bart	12-18-09

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
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