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Best performing 529 plans

Recommending 529 college savings plans to your clients? View the latest rankings of each 529 plan -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and ten-year investment performance.  

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Tax-Free 529 to Roth IRA Transfers are Here, But Questions Remain

Explore the benefits of SECURE 2.0's 529 account to Roth IRA transfer provision, and understand eligibility and optimal approaches.

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What Happens When Values and Budget Don't Align During the College Search

We know about the importance of choosing a college our clients can afford – but what happens when the most affordable path doesn't align with your client’s goals?

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New Federal Tax Law Enhances 529 Plan Benefits

With Secure 2.0, the federal government has changed some important rules, including the ability to rollover a 529 plan to a Roth IRA. Here's what to know.

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How to Get Your Client’s Student Loan Forgiven or Paid Off

Many borrowers are turning to a financial advisor for help with managing their student loan debt. Learn how you can add value to your clients.

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Top ten direct-sold plans Q1 2018

The highly-anticipated 529 plan rankings are here! This slideshow provides information on the top 10 direct-sold 529 plans, including performance score, program manager and how to enroll. *Three-year performance rankings as of 03/31/2018

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When your client wants an age-based 529 plan with more equity exposure

With an age-based 529 plan, risk is automatically reduced at specific age or years-until-enrollment intervals, from equities to fixed income securities to money market type portfolios. But some clients aren't satisfied with the amount of equity exposure in age-based portfolios. Here's what you can recommend.

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Should your clients use their home state's 529 plan?

Is your client's home state's 529 plan always the best option? It depends, since each state has different 529 program parameters relative to potential state tax deductions or credits offered, if one is offered at all. Learn how to evaluate the options to find the best 529 for your clients.

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How the kiddie tax may affect your clients

The Kiddie Tax applies to income a child ear. 529 savings plans have been replacing UGMA/UTMA accounts, because savings grow tax-deferred, and can be withdrawn tax-free when to pay for qualified education expenses, avoiding the Kiddie Tax entirely.

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Top 10 reasons clients aren't saving for college - and how to respond

When asked why they aren't saving for college in a 529 plan, clients will typically give one of these 10 excuses. Here are some ways financial advisors can address their concerns and stress the importance of planning for future education costs.

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