529 PLANS: COLLEGE SAVINGS TAX PARITY
Alabama
- SIA Letter to Alabama Governor Bob Riley to encourage amending the Alabama College Education Savings Program (ACES), to make the tax benefits of saving for a college education available to all Alabamians - October 9, 2006, pdf 5.0
- Group Letter from the CSF, the ICI, and the SIA, Congratulating the Honorable Kay Ivey, State Treasurer, Alabama on Final Passage of HB 62, and to Encourage the Extension of Tax-Free Treatment to All 529 Plans - Feb 16, 2006, pdf 5.0
- Group Letter from the CSF, the ICI, and the SIA, Congratulating the Honorable Richard J. Lindsey, Chair, Education, Finance and Appropriations Committee, Alabama on Final Passage of HB 62, and to Encourage the Extension of Tax-Free Treatment to All 529 Plans - Feb 16, 2006, pdf 5.0
- SIA Letter to Alabama Representative Richard J. Lindsey, Chairman of Education, Finance and Appropriations Committee, in Support of Amending HB62 to Extend Tax-Free Treatment to Any 529 Plan - pdf 5.0, January 12, 2006
Arizona
California
Connecticut
Kansas
Missouri 529 Plan Advocacy Materials:
- College Savings Foundation, SIA Applaud Missouri Legislature For Commitment To Helping More Families Save For College - May 19, 2005
- Testimony Of Kim Chamberlain, VP And Counsel, State Government Affairs, For The SIA, Before The Senate Financial And Governmental Organizations and Elections Committee -- February 21, 2005
- Testimony Of Kim Chamberlain, VP And Counsel, State Government Affairs, For The SIA, To The Missouri Senate Financial And Governmental Organization Committee Supporting Missouri S.B. 933 - February 2, 2004
- Written Testimony Of Kim Chamberlain, VP And Counsel, State Government Affairs, For The SIA, To The Missouri House Financial Services Committee In Support Of Missouri H.B. 959; Equal Tax Treatment For 529 Plans - January 27, 2004
- Help Missouri Families By Giving Parents Broader Choices, Fairer Tax Treatments In College Savings Plans - January 23, 2004
- SIA Urges Missouri Legislators To Adopt S.B. 933, H.B. 959 - pdf 5.0 , January 2004
Pennsylvania
Rhode Island
Tennessee
Wisconsin 529 Plan (Adopt A.B. 667) Advocacy Materials:
- Testimony Of Kim Chamberlain, VP And Counsel, State Government Affairs, SIA, Before The Assembly Committee On Colleges And Universities -- February 22, 2005
- Draft Talking Points: Use this tool to help make your phone calls. Use any part of the script you feel comfortable with. Personal anecdotes are always helpful. - Jan 2004
- Draft Letter: Feel free to modify the letter as you wish. (If available, e-mailing letters is recommended.) - Jan 2004
- Testimony of Kim Chamberlain, VP & Counsel, State Government Affairs, SIA, Before Wisconsin's Assembly Committee On Colleges And Universities - January 13, 2004
Additional Wisconsin Materials:
Other 529 Plan News:
- SIA and other groups would like for states to extend an up-front state tax deduction to any qualified 529 plan regardless if the plan is an in-state or out-of-state plan. Go to: www.savingforcollege.com/polls/ to participate in a one-question survey asking if you agree states should be required to open up their 529 deductions to out-of-state 529 plans.
- College Savings Foundation, SIA Applaud Sen. Scott For Proposing Legislation To Give Parents More Choice, Fairer Tax Treatment In College Savings Plans - February 22, 2005
- CSF, SIA, FPA Applaud Senators Clayborne, Brady, Maloney For Proposing Legislation To Give Parents More Choice, Fairer Tax Treatment In College Savings Plans - February 18, 2005
- SIA Letter To The MRSB Responds To Notice 2004-16, Seeking Comments On Modifications To The Rules Governing Advertisements And Disclosures Relating To College Savings Plans ("529 Plans") - pdf 5.0, Sept 15, 2004
- SIA Letter To Congressman Oxley Regarding State-Sponsored 529 Tuition Savings Plans - pdf 5.0, March 24 , 2004
- SEC Finds Differences In 529-Plan Fees: Donaldson Announces The Creation Of The "Chairman's Task Force on College Savings Plans" - pdf 5.0, March 12, 2004
