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Overview

If part of your job is advising clients on 529 plans, then our Premium subscription is something you should not be without. For one low monthly price, you will have access to complete and accurate details for every 529 plan in the country. Comparing 529 plans for your clients will become a much simpler process, and will minimize the risk of overlooking important differences.

Take a look at the additional 529 plan details provided to Premium subscribers by clicking HERE.

In addition, you will have access to our State Tax Comparison 529 Calculator. Simply input your client's information regarding state of residence, tax bracket, size of contribution, and investment horizon, and the calculator will show how the in-state 529 plan compares to an out-of-state 529 plan. State tax breaks are described in detail, and the value of those breaks is provided in terms of both gross dollar value and annualized return equivalent (bps).

The State Tax Comparison 529 Calculator allows you to run scenarios showing how a higher expected investment return with an out-of-state 529 plan can overcome the advantage of the in-state tax break. This calculator is essential for your 529 suitability analysis, and no other tool comes close in depth or accuracy.

We've also created two tax compliance centers-Gift Tax and Income Tax-for our Premium subscribers. For example, you will be able to show your clients how the five-year averaging election is made on a gift tax form. The tax compliance centers contain worksheets, examples, and links to official IRS forms and guidance.

Remember, Savingforcollege.com has long been the most trusted source for 529 plan information, providing a degree of accuracy and understanding unmatched by anyone else. Become a Premium subscriber today (save by subscribing for one year).

Please note that this subscription is for individual use only. If you are interested in providing access to several others in your office, please inquire about bulk pricing. Certain companies such as Raymond James & Associates have already arranged for employee and rep access on a firm-wide basis. You may wish to check with your company to determine if it has entered into a bulk subscription or is in the process of doing so.