“Savingforcollege.com’s Complete Guide to 529 Plans” is the ultimate guide for professionals who help clients plan for the future. With over 100,000 copies sold, it continues to be the number one resource on 529 plans and other college savings strategies.
Now in its 12th edition, the book has been expanded to include information on the recent expansion of 529 plans. Updates have made to include K-12 tuition as a qualified 529 plan expense and a new chapter covering 529 ABLE plans for individuals with disabilities has been added.
Paying for college has become a top concern for parents, and many are turning to financial advisors for guidance. According to a recent study from Fidelity, 64 percent of families said their financial advisor keeps them on track to meet college savings goals.
“Savingforcollege.com’s Complete Guide to 529 Plans” covers specific ways to incorporate college planning into an advisory practice and provides insight on complementary topics such as scholarships and financial aid. The book also answers many common questions related to using 529 plans and other savings vehicles, clearing up confusion about withdrawals, tax planning and managing 529 plan accounts.
In the book’s exclusive online section, advisors can access up-to-date details for each 529 plan, including contribution limits, state income tax benefits, investment options and more. There are also links to tools and calculators that are mentioned in the book. Having this information on-hand makes it easy to recommend an appropriate plan to best suit your clients’ needs.
The book encompasses all stages of the college savings process:
· Why you should consider a 529 plan
· Financial Aid considerations
· Comparing 529 plans
· Tax planning
· Estate planning
· 529 plans versus other savings vehicles
· The role of a financial advisor
· 529 ABLE accounts
Purchase your copy of “Savingforcollege.com’s Complete Guide to 529 Plans” today. Discounted rates are available for bulk purchase. Contact Marie@savingforcollege.com for more information.
Find your 529 plan - Select your state below
Did you know that residents are not limited to investing in their own state's plan? Another state may offer a plan that performs better and has lower fees. Select your state below to see your state's plan and other options.