FOR PROFESSIONALS
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.
Click on a tuition value
| Average Costs | |
|---|---|
| Public 4-Year | $28,840 |
| Private 4-Year | $60,420 |
Get your FREE copy of Growing Your Practice with 529 Plans
A practical guide with tips and tools to help financial advisors incorporate college planning into their practice
Thanks!
Your free copy of
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.
