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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»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.