Savingforcollege.com's Family Guide to College Savings: 2014-2015 Edition

Joseph F. Hurley

Sep 2014 · Savingforcollege.com Publications

About this ebook

Written for the individual investor, this 86-page guide explores the planning and savings options available to families that are saving for a child's education. The areas covered include: affording the college of your choice; comparing college savings alternatives such as 529 plans, Coverdell education savings accounts, UGMA/UTMA accounts, and taxable investment accounts; transferring assets between accounts; financial aid considerations; and putting your college savings plan together. Also included in the Family Guide is a comprehensive chart that compares the different aspects of 529 plans with other college savings alternatives. This makes a great quick-reference tool for those researching their options. Written by 529 guru Joseph Hurley CPA, this guide is a great starting place for investors looking to take advantage of the tax breaks available to families saving and paying for college.

About the author

Joe Hurley is founder of Savingforcollege.com, a website considered by many to be the best independent source of information on Section 529 state tuition plans and other ways for families to plan and save for college. For over 20 years, he worked as a certified public accountant providing tax-planning services to individuals, business, and tax-exempt organizations.

Hurley has been widely quoted in the media, including the The Wall Street Journal, TIME, Newsweek, and USA Today and he has appeared at hearings in Washington to present comments on the regulation of 529 plans. He is one of nine individuals recognized by Financial Planning magazine as 2005's "Movers and Shakers."

Hurley graduated from Williams College in 1978 and lives with his wife in Victor, New York. They have two grown children.