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Which way?

Considering a 529 plan? Should you use an advisor, or do it yourself?

You can enroll in a 529 plan directly or through a financial advisor. There are benefits and costs associated with both approaches and you should be aware of these as you research which plan is right for you! Learn more...


Featured Articles

Check out the Hot Topics we have covered recently.

15 freaky facts about financial aid eligibility
Feeling overwhelmed by the process of applying for financial aid? Fear not! These fifteen facts can help you determine how much financial aid you may be eligible for.
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[INFOGRAPHIC] College Savings Month Survey Results
This year's College Savings Month survey revealed what factors families feel are most important when choosing a 529 plan. View our new infographic to see a summary of the findings.
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Seven items for your year-end 529 checklist
The fourth quarter of the year is the most important time to review your clients' 529 plans.
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[PODCAST] Getting started with a 529 plan - Step 3: Maximizing your savings
In the third and final episode of the "Getting Started with a 529 Plan" series, Kathryn Flynn and Joseph Hurley discuss ways you can maximize the savings in your 529 plan in order to meet your college savings goals.
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Does this 529 plan rule leave you scratching your head?
Investing in your home state's 529 plan can have some great benefits, but you should still explore the 529 options in other states as well.
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Going "all-in" on 529 plans
The IRS permits 529 plans to establish very high contribution limitsócurrently the highest is $452,210 in Pennsylvania. The reason for such generosity is because Congress in developing Section 529 did not want to prevent families with sufficient financial resources from saving for the FULL cost of postsecondary education, including both undergraduate and graduate school expenses.
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