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 ArticlesPRO

Case study: Could a 529 state tax deduction offset the costs of a non-qualified withdrawal?
529 plan expert Vince Sullivan explains how a 529 plan can present a tax-deferred opportunity for clients, even if they arenít planning on using it for qualified education expenses. Find out if a state tax deduction could offset the costs of taxes and penalties owed after a non-qualified withdrawal.
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College Financial Aid: 7 EFC Myths Debunked
A familyís Expected Family Contribution is based on information a family reports on the FASFA, and determines financial aid eligibility. Hereís why itís important for financial advisors to understand EFC.
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Final GOP tax bill expands 529 plans: Here's who will benefit
The final version of the Tax Cuts and Jobs Act includes a provision to allow families to save for K-12 expenses with 529 plans. Hereís who would see the biggest impact.
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Case Study: Grandparents and 529 superfunding
The concept of Superfunding refers to using the 5-year election to frontload a 529 plan gift. Learn how this strategy can help grandparents reduce their estate tax exposure.
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529 plans and Gen Xers: College planning for the forgotten generation
Helping clients prepare for future college costs has become an integral part of holistic financial planning. Here are four opportunities to grow your practice by helping Gen X clients plan for college.
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Commentary: North Dakota changes impact 2nd quarter 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 second quarter 2017.
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Breaking down the Minnesota 529 state tax benefit
Families in MN are eligible for a tax deduction or credit for their 529 plan contributions. Learn how to choose the right option for your client's college savings strategy.
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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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