COLLEGE SAVINGS 101

Savingforcollege.com

Introducing the Pro 529 Evaluator
http://www.savingforcollege.com/articles/introducing-the-pro-529-evaluator-1093

Posted: 2017-09-13

by Kathryn Flynn

With thousands of 529 plan portfolios available, finding the best fit for your client can be challenging. Until now.

We're excited to announce the launch of the Pro 529 Evaluator, a first-of-its-kind tool designed to help advisors confidently recommend a college savings plan to their clients. Whether you're looking to find the lowest fees, determine the true value of a state's tax benefit or evaluate historical performance, the Pro 529 Evaluator allows you to compare up to three different plans head-to-head. The tool also estimates your client's total savings when it's time to pay for college, based on the 529 options selected.

The Pro 529 Evaluator is available exclusively for Savingforcollege.com's Gold and Platinum subscribers, and can be found on the site under Tools & Calculators or in the Pro Dashboard. Once you're in the tool, use the COMPARE tab to view a side-by-side comparison of plan details at the portfolio level. This is where you'll find investment options, fees and performance. The ANALYSIS tab is where you can input information about your client to calculate the value of any state tax benefits and estimate how much they'll be able to save until it's time to pay for college.

"This tool is great," said Nannette Kamien, financial planner at Inspiration Financial Planning, LLC. It was super easy for me to compare my client's current plan to the 529 I would recommend and show him that he can save almost $10,000 in fees over the next 14 years. That's huge."

According to Savingforcollege.com's 2017 Annual College Savings Survey, 37 percent of parents and grandparents who don't have a 529 plan indicated an interest in working with a financial advisor to help them select one . The survey also revealed that families are unsure about how to get started, and don't know which investment options to select. The Pro 529 Evaluator gives you an easy way to provide this type of value to your clients and help them reach their overall financial goals.

Try the Pro 529 Evaluator today with 50% off a Gold or Platinum Subscription.

Data shown is for hypothetical purposes only and not representative of an actual investment.

With thousands of 529 plan portfolios available, finding the best fit for your client can be challenging. Until now.

We're excited to announce the launch of the Pro 529 Evaluator, a first-of-its-kind tool designed to help advisors confidently recommend a college savings plan to their clients. Whether you're looking to find the lowest fees, determine the true value of a state's tax benefit or evaluate historical performance, the Pro 529 Evaluator allows you to compare up to three different plans head-to-head. The tool also estimates your client's total savings when it's time to pay for college, based on the 529 options selected.

The Pro 529 Evaluator is available exclusively for Savingforcollege.com's Gold and Platinum subscribers, and can be found on the site under Tools & Calculators or in the Pro Dashboard. Once you're in the tool, use the COMPARE tab to view a side-by-side comparison of plan details at the portfolio level. This is where you'll find investment options, fees and performance. The ANALYSIS tab is where you can input information about your client to calculate the value of any state tax benefits and estimate how much they'll be able to save until it's time to pay for college.

"This tool is great," said Nannette Kamien, financial planner at Inspiration Financial Planning, LLC. It was super easy for me to compare my client's current plan to the 529 I would recommend and show him that he can save almost $10,000 in fees over the next 14 years. That's huge."

According to Savingforcollege.com's 2017 Annual College Savings Survey, 37 percent of parents and grandparents who don't have a 529 plan indicated an interest in working with a financial advisor to help them select one . The survey also revealed that families are unsure about how to get started, and don't know which investment options to select. The Pro 529 Evaluator gives you an easy way to provide this type of value to your clients and help them reach their overall financial goals.

Try the Pro 529 Evaluator today with 50% off a Gold or Platinum Subscription.

Data shown is for hypothetical purposes only and not representative of an actual investment.

 

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