Technical resources library

Links to important documents, developments, and government/private resources concerning higher education and college savings. (Premium Service members only.)

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  » Official Tax Sources
  » Industry & Regulatory
  » 529 Analysis, Planning & Commentary
  » Financial Aid
  » Higher Education Policy

Recent Additions

»Practice Marketing - Topic Brief: Borrow or save? Quantify the benefits of saving early – and drawbacks of waiting.

»Practice Marketing - Topic Brief: Estate planning 529 college savings plans offer estate planning benefits not available anywhere else.

»Practice Marketing - Presentation (Powerpoint format): Saving for College A broad overview of how to save for college focused on using 529 savings plans, including notes for each slide. (Unbranded version also available)

»Practice Marketing - Topic Brief: What is a 529? Sometimes explaining exactly what a 529 plan is to a client (or friends and relatives) can be a chore. Here is abroad overview to walk-through, or offer as a takeaway.

»Practice Marketing - Topic Brief: Selecting a 529 Everyone wants the "best" 529 plan. But selecting a plan can be tricky when taking into account taxes, matching grants, and other benefits. Here’s how to navigate the waters.

»Practice Marketing - Topic Brief: Financial aid Investors are increasingly asking their financial professional questions about financial aid. Here is a high-level overview of the financial aid process and points to consider.

»Practice Marketing - Topic Brief: The Kiddie Tax The Kiddie Tax is one of those pieces of the tax code that people forget about until it hits them. It can have a substantial negative impact on investors under the right circumstances.

»Practice Marketing - Topic Brief: Picking a portfolio 529 plans might not offer thousands of options like a brokerage account, but the amount of choices can still be intimidating. Here are some things to consider when selecting an investment.

»Practice Marketing - Topic Brief: Superfunding 529 plans have an incredible tax and estate planning benefit unique only to them. Here's how it works.

»Practice Marketing - How Savings and Assets Affect Financial Aid Use this guide to help your clients plan their savings to maximize future financial aid eligibility.

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Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your 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 portal.

Morgan Stanley instructions

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

Raymond James instructions

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

RW Baird instructions

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


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