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Terry Knoll

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WoodTrust Bank
Wisconsin
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    www.wausaudailyherald.com/article/20090809/CWS03/308090 - [Cached Version]
    Published on: 8/9/2009    Last Visited: 8/9/2009  

    The Boys & Girls Club of the Wausau Area announced the following appointments to its Board of Directors: Terry Knoll, vice president, WoodTrust Bank and Lisa O'Flyng, marketing director, Ruder Ware.

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    Marshfield News Herald - Diverse investment styles:... - [Cached Version]
    Published on: 2/25/2002    Last Visited: 2/26/2002  

    Terry Knoll is a Certified Financial Planner with M&I Financial Advisors in Marshfield.

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    Marshfield News Herald - Learn the basics about mutual... - [Cached Version]
    Published on: 4/22/2002    Last Visited: 4/23/2002  

    Terry Knoll is a Certified Financial Planner with M&I Financial Advisors in Marshfield.He can be reached at 715-486-3017, or via e-mail at:terry.knoll@micorp.com

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    Marshfield News Herald - Stocks on sale: The secrets... - [Cached Version]
    Published on: 3/25/2002    Last Visited: 3/25/2002  

    By Terry Knoll
    ...
    Terry Knoll is a Certified Financial Planner with M&I Financial Advisors in Marshfield.He can be reached at 486-3017, or via e-mail at terry.knoll@micorp.com.

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    Marshfield News-Herald - Local News - [Cached Version]
    Published on: 1/4/2002    Last Visited: 1/5/2002  

    According to M&I Financial Advisor Terry Knoll, Marshfield, the money can now be used for parochial schools and colleges.

    To qualify for the Education IRA, a single person cannot earn more than $110,000 annually, and a married couple's adjusted gross income cannot exceed $220,000.

    The money must be used by the time the child reaches age 30, or the money can roll over to another child.

    The Qualified Tuition Program 529 also underwent major changes in 2001 and 2002.According to Knoll, a person can contribute up to $246,000 to the fund.The program does not have an income limit.

    The 529 must be used for higher education, Knoll said, and the plan's investments can only be adjusted once a year.

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    Marshfield News-Herald - Local News - [Cached Version]
    Published on: 1/12/2002    Last Visited: 1/13/2002  

    According to Terry Knoll, of M&I Financial Advisors, college costs are rising 6 or 7 percent every year -- faster than the rate inflation, which is increasing 3 or 3.5 percent per year.

    A debated study released this week by the Indianapolis-based Lumina Foundation reports that 39 of Wisconsin's 44 public four-year universities are affordable to low-income-based students.Four of the state's 22 private institutions are affordable.

    ...
    Knoll said The Coverdell College Savings Account and the Qualified Tuition Program 529 offers parents tax breaks when saving for school.

    "You want to be funding school with 50 percent of your savings, if not more," Knoll said."The rest can be made up with student loans, your kid working or paying it as you go.The earlier you start saving, the better off you will be."

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