529 Plan

#2 07-28-2005, 12:49 PM

Well, I'm certain they'll take the request -- but when they'd act on it as
the question. Anyway, send in the request!

http://register.microsoft.com/mswish/suggestion.asp

--

"Scott" <Scott[at]discussions.microsoft.com> wrote in message
news:617CC609-721B-40D2-AB70-7FB1C12D0D91[at]microsoft.com...
- quote -

> Yup, that's what I used to do. 5 accounts, now consolidated to one. I
> can
> use it for any child, as long as related, and it reduces fees. Just
> harder
> to see in MS Money Planning. Any idea if MSFT would be open to an
> enhancement request, as 529 plans are becoming ever more popular?
> "Richard Bollar" wrote:
> > No, there's not really a way to handle this.
> > > The only thing I can think of is to divide the account in half and split
> > all
> > of your contributions and earnings evenly.
> > > Seems painful.
> > > --
> > > "Scott" <Scott[at]discussions.microsoft.com> wrote in message
> > news:91CDBA95-D097-467E-81B7-B788BFA79260[at]microsoft.com...
> > > I have one 529 plan, which can be shared by multiple children (I do this
> > > reduce custodial fees). I would like the lifetime planner to allow me
> > > to
> > > point to one 529 account for two children, instead of each child
> > > needing
> > > their own. What this causes in lifetime planner is to show one child
> > > with
> > > excessive money after college, while indicating that I am paying for
> > > all
> > > of
> > > the college expenses from current cash flow for the other. Is there a
> > > way
> > > to
> > > address this issue?
> > >

#1 07-27-2005, 01:02 AM

Yup, that's what I used to do. 5 accounts, now consolidated to one. I can
use it for any child, as long as related, and it reduces fees. Just harder
to see in MS Money Planning. Any idea if MSFT would be open to an
enhancement request, as 529 plans are becoming ever more popular?

"Richard Bollar" wrote:

- quote -

> No, there's not really a way to handle this.
> The only thing I can think of is to divide the account in half and split all
> of your contributions and earnings evenly.
> Seems painful.
> --
> "Scott" <Scott[at]discussions.microsoft.com> wrote in message
> news:91CDBA95-D097-467E-81B7-B788BFA79260[at]microsoft.com...
> > I have one 529 plan, which can be shared by multiple children (I do this
> > reduce custodial fees). I would like the lifetime planner to allow me to
> > point to one 529 account for two children, instead of each child needing
> > their own. What this causes in lifetime planner is to show one child with
> > excessive money after college, while indicating that I am paying for all
> > of
> > the college expenses from current cash flow for the other. Is there a way
> > to
> > address this issue?

07-21-2005, 12:14 PM

No, there's not really a way to handle this.

The only thing I can think of is to divide the account in half and split all
of your contributions and earnings evenly.

Seems painful.

--

"Scott" <Scott[at]discussions.microsoft.com> wrote in message
news:91CDBA95-D097-467E-81B7-B788BFA79260[at]microsoft.com...
- quote -

> I have one 529 plan, which can be shared by multiple children (I do this
> reduce custodial fees). I would like the lifetime planner to allow me to
> point to one 529 account for two children, instead of each child needing
> their own. What this causes in lifetime planner is to show one child with
> excessive money after college, while indicating that I am paying for all
> of
> the college expenses from current cash flow for the other. Is there a way
> to
> address this issue?

#-1 07-21-2005, 02:33 AM

I have one 529 plan, which can be shared by multiple children (I do this
reduce custodial fees). I would like the lifetime planner to allow me to
point to one 529 account for two children, instead of each child needing
their own. What this causes in lifetime planner is to show one child with
excessive money after college, while indicating that I am paying for all of
the college expenses from current cash flow for the other. Is there a way to
address this issue?

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