College Planning

How to open a direct-sold 529 plan

Families saving for college can enroll in a direct-sold 529 plan by completing a form on the 529 plan’s website. Direct-sold 529 plans are convenient and generally offer low fees, but the account owner is responsible for selecting and monitoring the 529 plan’s underlying investments.

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College Planning Articles

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Reward good grades with 529 plan contributions
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IRS Tax Return Transcripts
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Tools & Calculators

Savings vs Loans calculator

Find out what you can save by contributing to a 529 plan today instead of paying off a student loan later

Compare your savings options

How does each option affect financial aid?

Financial Aid Calculator

Get an estimate of your child's financial-aid eligibility (EFC)

Financial Aid Video