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Featured Professional ArticlesPRO
How Private College 529 works
Private College 529 is a unique animal in the college savings space, and their strategy reflects their novel position. Here we provide insight into how they approach college savers.
Commentary: Fourth quarter 2016 plan performance rankings
We rank plans that consumers can enroll in directly, as well as those sold through brokers and fee-based financial planners) for the fourth quarter 2016.
What advisors need to know about the CSS profile
Investors are increasingly turning to their financial advisors for help with college planning. Here's what you need to know about the CSS Profile.
Content for Financial ProfessionalsPRO
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- 529 Performance Rankings
Access rankings by asset allocation or on a composite basis to view best-to-worst quarterly performance results for both direct-sold and advisor-sold 529 plans.
- Gift Tax Center
View specific information and examples relating to gift tax reporting requirements as they relate to 529 plan contributions.
- Income Tax Center
View tax forms and information concerning the reporting of 529 plan distributions on the federal income tax return.
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|529 Pro Update|
This twice monthly newsletter is essential for financial professionals who want to stay up-to-date on the latest strategies and industry news.
- 03/02: Vermont launches STABLE plan
- 03/02: Enable Alabama savings plan now available
- 02/17: Enable Alabama to launch on February 27
- 02/17: 4Q 2016 529 plan assets up, continue to reach year-over-year highs
- 02/07: Gradvisor brings 529 savings to small employers in partnership with Gusto