UGMA/UTMA 529 Conversion Calculator
Use this calculator to help determine whether or not converting assets in your UGMA/UTMA account to a 529 plan would be beneficial in maximizing your college savings. Adjust the fields below to reflect your own situation.
A practical guide with tips and tools to help financial advisors incorporate college planning into their practice
Consult with your office/branch manager for instructions.
Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.
Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.
Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.
Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.
Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.