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Additional 529 Tools & Content Available
You may access the content and tools shown here if you have a premium service membership obtained through individual purchase or firmwide membership agreement. Once logged in as a premium service, you also receive more extensive details when you view the individual 529 Plan Pages or use the 529 Plan Comparison Tool (under the 529 Plans menu).
Our web site at Savingforcollege.com has plenty of free information about direct-sold 529 plans and other college savings vehicles, but you’ll get much more with the Premium Service. The service includes over 50 data points covering every direct-sold and adviser-sold 529 plan; a 529 plan comparison tool, a state tax calculator useful in suitability determinations, investment performance rankings, and more. Get the facts, and all the facts, at a very low price with the Premium Service.
Articles for the 529 professional.
Savingforcollege.com's exclusive 529 performance rankings show best-to-worst performance results, updated quarterly. We include both direct-sold and broker-sold 529 plans. You may view a 529 plan's ranking within a particular asset-allocation category (e.g. 100% equity) or on an overall "composite" basis. (Premium Service members only.)
Easily and accurately determine how much each state's own 529 tax benefits are worth, in both gross dollars and in annualized return equivalent. (Premium Service members only.)
Join our Quarterly webinars for Premium Subscribers, where Savingforcollege.com founder discusses recent trends in the 529 industry, our most-recent quarterly 529 performance rankings, site navigation tips and use of calculators and tools, and any questions you may have on financial aid or other topics.
Included with an annual premium subscription, these courses are designed to help financial professionals meet the needs of clients who are saving for college. Each 1-hour course can be completed entirely online, and is counted towards the 30-credit hour continuing education requirement for CFP® professionals.
Links to important documents, developments, and government/private resources concerning higher education and college savings. (Premium Service members only.)
529 planning strategies, articles, and materials for prospects and clients. (Premium Service members only.)
Information and filled-out examples relating to the gift and generation-skipping tax reporting requirements associated with contributions made to 529 plans.(Premium service members only.)
Information and worksheets relating the federal income tax reporting of distributions from 529 plans.(Premium service members only.)