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· 분류 : 외국도서 > 경제경영 > 개인재무관리 > 투자
· ISBN : 9781394160334
· 쪽수 : 416쪽
· 출판일 : 2023-04-18
목차
Introduction 1
Part 1: Figuring Out the Cost of Education — and How to Pay It 7
Chapter 1: Braving the New World of Education Savings 9
Chapter 2: Checking Out Education Costs 19
Chapter 3: Realizing All Your Resources 35
Chapter 4: Sharpening Your Savings Techniques 49
Part 2: Piecing Together Section 529 Plans 67
Chapter 5: Laying Down the Basics of Section 529 Plans 69
Chapter 6: Applying Section 529 Plans to Your Household 93
Chapter 7: Weighing the Pros and Cons of Section 529 Plans 115
Part 3: Uncovering Coverdell Accounts 137
Chapter 8: The Changing World of Coverdell Education Savings Accounts 139
Chapter 9: The Mechanics of Coverdells 161
Chapter 10: Figuring the Pluses and Minuses of Coverdell Accounts 187
Part 4: Filling in the Gaps: More Ways to Save for College 201
Chapter 11: Saving for College with Qualified US Savings Bonds 203
Chapter 12: Setting Up Personal Investment Accounts for Yourself and Your Kids 215
Chapter 13: Saving for Education in Trust Accounts 231
Chapter 14: Saving in Your Retirement Plans: The IRA Dilemma 243
Chapter 15: Buying, Selling, or Refinancing Real Estate 253
Chapter 16: Funding Education Using Whole Life Insurance 269
Chapter 17: Accessing Scholarships and Awards 283
Chapter 18: Turning On the Financial Aid Faucet 301
Part 5: The Part of Tens 315
Chapter 19: Ten Musts for Successful Savings 317
Chapter 20: Ten Ways to Dodge the Tax Code Minefield 325
Appendix: Section 529 Plans, State by State 333
Index 379
