Professional Articles

529 Plan Rankings

Best performing 529 plans

Recommending 529 college savings plans to your clients? View the latest rankings of each 529 plan -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and ten-year investment performance. Learn more...


Featured Professional Articles

Industry chatter: A look ahead at 2017
This was the year of the Fiduciary Rule, roboadvisors, and money markets. What will be the big topics among 529 plans in the year ahead?
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How to calculate your state tax benefit
You can plug the numbers into our State Tax Calculator, but how do we arrive at those numbers? Here we dig into the weeds.
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Are 529 plans REALLY tax-free?
Sometimes, even professionals can be fooled by complex tax code language. In fact, some of it reads like 529s might not actually be tax-free!
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Save it forward: States that allow you to carry benefits into future tax years
There are a few states that allow account owners to make a large contribution and claim their tax benefit in future years.
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The January Question
Can we reimburse ourselves out of our child's 529 plan without be subject to taxes or penalty?
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Does a financial advisor deserve their 529 commission?
One of the most common questions from advisors is, "How can I justify my fee?" But it shouldn't be a question at all.
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What does the future hold for prepaid 529 plans?
Virginia529 prePAID may consider changing its structure to limit new participants to in-state schools. So are prepaid plans still viable?
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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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