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Exclusively From Savingforcollege.com
The most comprehensive database of 529 plan information available anywhere, delivered to you exclusively by subscription!
If part of your job is advising clients on 529 plans, then our Premium Subscription is something you should not be without. Gain access to complete and accurate details for every 529 plan in the country, quarterly investment performance rankings, underlying fund allocations and expanded fees and details on specific performance for thousands of 529 portfolios. If itís related to 529s, this is the membership for you.
Premium Content for Industry Professionals
Complete Access to the Quarterly 529 Performance Rankings
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.
Advanced College Savings Tools at Your Fingertips
As a premium subscription holder, you will have unlimited access to our suite of professional-level 529 tools. These resources, which include the State Tax 529 Calculator and the Portfolio Fee & Performance Lookup tool, all aim to help you give the best college savings advice possible to your clients. The State Tax 529 Calculator allows you to quickly see how the benefits of an in-state 529 plan compare to an out-of-state 529 plan based on your clientís information. The Portfolio Fee & Performance Lookup offers access to the fee and performance details for the more than three thousand 529 plan investment options.
Additional Premium Resources!
- Expanded details for every 529 plan, updated continuously!
- Extensive underlying fund data, including fund allocations, expenses, and fees!
- Broker-sold 529 plan pricing information!
- Quarterly webinars with Savingforcollege.com founder Joe Hurley!
- Bi-weekly 529 Pro Update newsletter for professionals!
- Access to 1-hr continuing education courses for financial professionals!
- Income Tax and Gift Tax Centers with filled-out examples!
- Technical resources library!
What people are saying...
Thanks to the premium subscription I have a powerful tool that gives me easy access to all of the 529 plan details I need, saving me hours of digging for the data from multiple resources. Well worth the annual cost!
Steve C. - Cincinnati, OH
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*Includes full access to CFP approved continuing education courses