PREMIUM TOOLS

529 pro update

Archive of past issues of our bi-weekly newsletter for professionals. (Premium Service members only.) Receive the 529 Pro Update newsletter.

2017 Editions

2017-09-12 - North Dakota 529 plan changes impact performance rankings
2017-08-29 - The best way to withdraw 529 plan funds
2017-08-15 - Are your clients saving enough?
2017-08-01 - Finding the lowest-cost 529 savings plans
2017-07-18 - 5 things advisors need to know about 529 withdrawals
2017-07-11 - Exceptions to the 529 withdrawal penalty
2017-06-20 - 5 college planning questions to ask during annual reviews
2017-06-05 - Trending in 529 plans: Compliance-friendly share classes (2/2)
2017-05-22 - Just released: 1Q17 529 performance rankings
2017-05-08 - Trending in 529 plans: Compliance-friendly share classes (1/2)
2017-04-24 - The magic of beneficiary changes
2017-04-10 - 5 things advisors need to know about 529 withdrawals
2017-03-27 - Opinion: The generification™ of 529 plans
2017-03-14 - Just released: Guidance on recent events in the 529 space
2017-02-28 - Just released: Q42016 plan performance rankings
2017-02-14 - H.R. 529 offers big benefits to college savers
2017-01-31 - What advisors should know about the CSS Profile
2017-01-17 - Where does Donald Trump stand on college affordability?
2017-01-03 - Are 529 plans REALLY tax-free?

2016 Editions

2016-12-20 - Save it forward: States that allow you to carry benefits into future tax years
2016-12-05 - Just released: Latest 529 plan 5-Cap Ratings
2016-11-21 - Commentary: Third quarter 2016 plan performance rankings
2016-11-07 - Exceptions to the 529 plan withdrawal penalty
2016-10-24 - Tax parity isn't as important for investors as once thought
2016-10-11 - A tax strategy that will surprise you
2016-09-26 - Omnibus III: Omnibus-light and the future
2016-09-12 - Just released: 2Q16 plan performance rankings
2016-08-23 - Think twice before sending clients to a direct-sold 529 plan
2016-08-02 - Just released! Savingforcollege.com Fee Study
2016-07-19 - Hillary Clinton's plan for free college: Will you still need to save?
2016-07-05 - Updated study: 529 asset allocations vary widely
2016-06-21 - Omnibus Part II: Challenges to implementation
2016-06-06 - Just released: 1Q2016 performance rankings
2016-05-24 - Money market reforms and 529 plans
2016-05-10 - New 529 bill would revolutionize college savings
2016-04-27 - Omnibus: What it is and why you should care
2016-04-12 - How the Fiduciary Rule impacts 529 plans
2016-03-29 - New bills propose important changes to 529 ABLE accounts
2016-03-14 - Savingforcollege.com fee study reveals lowest-cost 529 plans
2016-03-01 - Is it time for a 529 rollover?
2016-02-16 - Q4 2015 plan performance rankings
2016-02-02 - Navigating 529 plans through a rough market
2016-01-19 - Jeb Bush's education plan and what it means for 529s
2016-01-05 - Just released: Updated 5-Cap Ratings from Savingforcollege.com

2015 Editions

2015-12-23 - New tax bill brings changes to education benefits
2015-12-10 - Changes to 529 plans may be coming
2015-12-02 - JUST RELEASED: Q3 529 plan performance rankings
2015-11-10 - Do your clients know about this qualified expense?
2015-10-27 - Morningstar gives "Gold" rating to four 529 plans
2015-10-13 - Top 6 advisor misconceptions about 529 plans
2015-09-30 - How Obama's new FAFSA rules will change college savings
2015-09-15 - Is it time for a 529 plan rollover?
2015-09-01 - Just released! Savingforcollege.com fee study reveals lowest cost 529 plans.
2015-08-18 - Just released! Savingforcollege.com's Q2 2015 performance rankings
2015-08-04 - 6 tips to maximize your client's financial aid
2015-07-21 - 10 rules for superfunding a 529 plan
2015-07-07 - A tax strategy that will surprise you
2015-06-23 - A potential client you don't want to overlook
2015-06-11 - Oops! How to help a client who has withdrawn too much 529 money
2015-05-27 - Q1 2015 plan performance rankings
2015-05-14 - Just who is Joe Hurley anyway?
2015-04-30 - 5 ways to ease client concerns about paying for college
2015-04-16 - Why student borrowing is trumping college savings
2015-04-02 - What is your state doing to promote saving for college?
2015-03-19 - You do not have to trade retirement for tuition
2015-03-05 - Why can't you donate your 529 plan to charity?
2015-02-19 - Q4 2014 performance rankings
2015-02-05 - Why the President's Proposal Just Didn't Add Up
2015-01-22 - 10 reasons why President Obama's proposal to reduce 529 benefits will NOT be enacted
2015-01-21 - The President's backdoor plan to increase 529 savings
2015-01-08 - The January Question

2014 Editions

2014-12-23 - Alfred E. Neuman's Guide to 529 Plans
2014-12-11 - 529 plans: Underappreciated Benefits - Part I
2014-11-24 - Q3 2014 performance rankings
2014-11-13 - Avoiding the financial-aid trap with grandparent 529s
2014-10-30 - FAQ on 529 investment changes
2014-10-16 - Seven items for your year-end 529 checklist
2014-10-06 - Going "all-in" on 529 plans
2014-09-18 - Consider this 529 college-savings niche
2014-09-04 - Oops, I withdrew too much 529 money!
2014-08-21 - A super calculator for 529 superfunding
2014-08-08 - Q2 2014 performance rankings
2014-07-23 - A tax strategy that will surprise you
2014-07-10 - 10 rules for superfunding a 529 plan
2014-06-18 - How to gain financial-aid expertise
2014-06-10 - Yes, you can teach an old dog new tricks
2014-05-20 - Q1 2014 performance rankings
2014-05-12 - Shortcut to comparing 529 investment option details
2014-04-21 - Benchmarking the 529 industry
2014-04-03 - Will 529s become retirement accounts
2014-03-13 - Biggest college savings misconceptions
2014-02-26 - Opportunity exists for more advisor 529 sales
2014-02-13 - Q4 2013 performance rankings
2014-01-30 - A Tale of 2 Mistakes
2014-01-17 - Converting UGMA/UTMA to 529—good idea or bad?
2014-01-06 - Resolutions for 2014

2013 Editions

2013-12-19 - Test Your Knowledge Part I
2013-12-05 - The magic of beneficiary changes
2013-11-07 - Avoiding the financial-aid trap with grandparent 529s
2013-10-24 - Did college just get less expensive?
2013-10-10 - Using multiple 529 plans
2013-09-25 - Coming soon to a state near you: tax-free investment accounts for those with disabilities.
2013-09-12 - UGMA/UTMA conversions to 529: When do they make sense?
2013-08-29 - 529s for aunts and uncles
2013-08-13 - Q2 2013 performance rankings
2013-07-25 - 529s on a roll
2013-07-11 - Financial Cool-Aid
2013-06-24 - What's on the 529 horizon?
2013-06-12 - The best way to withdraw 529 funds
2013-05-30 - MOOCs and 529s
2013-05-16 - Q1 2013 performance rankings
2013-05-03 - When to undo a 529 plan
2013-04-18 - 10 reasons why Obama won't touch your 529
2013-04-03 - College savings versus retirement savings
2013-03-20 - The impact of 529 plans on claiming a dependent
2013-03-06 - A checking account is a checking account
2013-02-19 - Q4 2012 performance rankings
2013-01-30 - Just because it's permanent doesn't mean it will always be there
2013-01-16 - Test drive your client's financial aid eligibility
2013-01-03 - Education incentives survive fiscal cliff

2012 Editions

2012-11-28 - Will Washington feel the need to reform 529s?
2012-11-13 - Q3 2012 performance rankings
2012-11-01 - Hurricanes, Bourbon Street, and 529 Plans
2012-10-10 - How to eat crawfish
2012-09-26 - What’s up in Washington?
2012-09-12 - What should we be shooting for?
2012-08-23 - Expert Opinions
2012-08-08 - Q2 2012 performance rankings
2012-07-26 - Use a 529 to avoid the 2013 tax increases
2012-07-13 - Life Insurance versus 529 Plan
2012-06-21 - College Pricing and the Gucci Effect
2012-06-07 - Presidential candidates supportive of 529 plans
2012-05-24 - Are you worth your commissions?
2012-05-10 - Q1 2012 performance ranking
2012-04-26 - A College-Savings Enigma (Squared)
2012-04-11 - The anti-529ers
2012-03-28 - Trends and developments in the 529 market
2012-03-15 - 529 Day
2012-03-01 - 529 Conference & Boot Camp
2012-02-14 - Q4 2011 performance rankings
2012-02-03 - Get Ready for 529 Day
2012-01-18 - Does college planning add value?
2012-01-05 - 529 Fee Study is Updated

2011 Editions

2011-12-12 - Clients' College Saving Made Easier
2011-11-22 - Conditions right for 529 plans
2011-11-10 - Q3 2011 performance rankings are now available
2011-10-26 - Four 529 trends
2011-10-04 - Why can't a 529 plan be more like a health savings account?
2011-09-20 - Same investment programs, but different rules
2011-09-08 - Do advisors need to "step it up"?
2011-08-22 - 529 Withdrawal Strategies
2011-08-11 - Q2 2011 performance rankings are now available
2011-07-28 - Who's on first, What's on second
2011-07-14 - Social Media
2011-06-15 - Increasing advisor 529 sales through operational improvements
2011-06-02 - Savingforcollege.com releases 2011-12 edition of 529 bestseller
2011-05-18 - Q1 2011 performance rankings are now available
2011-05-05 - Confused about financial-aid treatment of grandparent 529s?
2011-04-15 - Tax filing deadline can be the 529 starting line
2011-03-24 - New! Quarterly Webinars with Joe Hurley
2011-03-09 - Developing a college-savings niche
2011-02-15 - Family Guide to College Savings
2011-02-03 - Q4 2010 performance rankings are now available

2010 Editions

2010-12-29 - Interested in growing your practice?
2010-11-02 - November 2 - No. 2010-17
2010-10-19 - October 19 - No. 2010-16
2010-10-05 - October 5 - No. 2010-15
2010-09-23 - Q2 2010 performance rankings are now available
2010-08-09 - August 9 - No. 2010-12
2010-07-26 - July 26 - No. 2010-11
2010-07-13 - July 13 - No. 2010-10
2010-06-29 - June 29 - No. 2010-09
2010-04-28 - FDIC-insured bank products in 529 plans
2010-04-15 - Registration is now open for fall 529 conference
2010-03-24 - Boston back in the limelight this fall
2010-03-11 - "Financial advisers bullish on 529 plans"
2010-02-03 - Higher taxes means more savings with 529
2010-01-21 - 1099s a wake-up call for parents
2010-01-06 - U.S. Tax Court decides room and board amount

2009 Editions

2009-12-23 - Proposal to make education savings benefits permanent
2009-12-09 - How the estate-tax "fix" might affect 529 planning
2009-11-24 - Q3 2009 performance rankings are now available
2009-11-12 - Treasury analysis of 529 penalty risk
2009-10-29 - The tax on kiddie scholarships
2009-10-15 - Motivating employers to match employee 529 contributions
2009-10-01 - Eliminating the state income-tax deduction for 529 contributions
2009-09-17 - Taking advantage of the gift-tax annual exclusion
2009-09-02 - Get your clients "grandfathered"
2009-08-20 - Q2 2009 performance rankings are now available
2009-08-05 - Treasury soliciting comments for report on 529 plans
2009-07-22 - FINRA comments can create anxiety
2009-07-13 - How does being independent affect financial aid?
2009-06-25 - A new (financial aid) year begins
2009-06-10 - 2009 Conference Cancelled
2009-05-28 - States shying from the parity bandwagon
2009-05-13 - Q1 2009 performance rankings are now available
2009-04-30 - 529s: New Solutions
2009-04-15 - Using our performance data reports
2009-04-02 - Congress looking to improve 529 benefits
2009-03-18 - 529s are for adult education, too
2009-02-25 - 529 performance rankings now available for 2008
2009-02-04 - Should use of 529 funds be delayed?
2009-01-14 - Changing 529 investments more than once per year

Please note all links may not work as content ages.

View 2008 Archives

View 2007 Archives

View 2006 Archives

View 2005 Archives

Access exclusive tools and resources for professionals only

Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close