SHORTCUTS

529 Plan Details:

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OPTIONS

MISC

Practice building resources

529 planning strategies, articles, and materials for prospects and clients. (Premium Service members only.)

Links

»Find a 529 Pro Directory - List yourself on our online directory of professionals and begin receiving leads on new prospects in your locality. Thousands of visitors access the Find a 529 Pro Directory each week.

»529 Plan Investment Options Access and print detailed information and comparisons for all 529 plan portfolios

»College Savings Vehicles - Comparison Chart - Use Savingforcollege.com's Comparison Chart as a handout at your college savings seminars (seek compliance approval as appropriate).

Documents & Presentations

»Topic Brief: Borrow or save? Quantify the benefits of saving early – and drawbacks of waiting.

»Topic Brief: Estate planning 529 college savings plans offer estate planning benefits not available anywhere else.

»Presentation (Powerpoint format): Saving for College A broad overview of how to save for college focused on using 529 savings plans, including notes for each slide. (Unbranded version also available)

»Topic Brief: What is a 529? Sometimes explaining exactly what a 529 plan is to a client (or friends and relatives) can be a chore. Here is abroad overview to walk-through, or offer as a takeaway.

»Topic Brief: Selecting a 529 Everyone wants the "best" 529 plan. But selecting a plan can be tricky when taking into account taxes, matching grants, and other benefits. Here’s how to navigate the waters.

»Topic Brief: Financial aid Investors are increasingly asking their financial professional questions about financial aid. Here is a high-level overview of the financial aid process and points to consider.

»Topic Brief: The Kiddie Tax The Kiddie Tax is one of those pieces of the tax code that people forget about until it hits them. It can have a substantial negative impact on investors under the right circumstances.

»Topic Brief: Picking a portfolio 529 plans might not offer thousands of options like a brokerage account, but the amount of choices can still be intimidating. Here are some things to consider when selecting an investment.

»Topic Brief: Superfunding 529 plans have an incredible tax and estate planning benefit unique only to them. Here's how it works.

»How Savings and Assets Affect Financial Aid Use this guide to help your clients plan their savings to maximize future financial aid eligibility.

»529 Plan Withdrawal Tips A client-friendly guide for maximizing tax benefits and avoiding penalties when withdrawing from a 529.

»Growing Your Practice with 529 Plans A practical guide with tips and tools to help financial advisors leverage 529 plans in their practice.

»The Family Guide to College Savings The ultimate guide for families starting to learn about how to save for college. A great give-away to share with your clients!

Videos

Professional Update

Third Quarter 2016 Update for Professionals

An update on the college savings landscape including news, updated metrics, and tax points to consider as year-end approaches.

Client

Share these videos with your clients to help them learn the basics of college savings.

What is a 529 plan?

What is a qualified expense?

Access exclusive tools and resources for professionals only

Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

Free for Ameriprise Financial, Commonwealth Financial, LPL Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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