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College Savings

You may lower your clients' out-of-pocket costs by utilizing a 529 college savings plan.

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Understand the Basics of 529 Plans

A 529 plan can help make college more affordable for your family and your child.

What is a 529 Plan Account?

Learn the basics and how a 529 plan may help make college more affordable for your family.

Who Can Open a 529 Plan Account?

It’s easy. See if you meet the basic criteria.

How and Where Can I Use Money in a 529 Account?

It can be used for qualified higher education expenses at many schools all over the world.

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The True Cost of College

Putting off saving for college is driven by one or more of the three myths or misconceptions.

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Myth: There's No Way I Can Save Enough for College

You don't need to save it all. There is a three-pronged approach to paying for a college education.

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Myth: College Will Cost $500k by the Time My Child Turns 18

A college's listed tuition price likely doesn't represent the true cost to many families.

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Myth: Saving Will Hurt My Child's Financial Aid Chances

Many incorrectly assume saving a lot for college will hurt their financial aid chances.

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Your College Funding Game Plan

Paying for college typically involves financial aid, loans and savings. The exact mix matters.

529 Plan Tax Benefits: Another Way You Save

Tax benefits are an attractive component of a 529, but not all plans are the same.

Tax-Free Growth Matters in a 529 College Savings Plan

Money saved in a 529 plan may grow tax-free over time and may grow faster than money in comparable taxable account.

Tax Deductions and 529 College Savings Plans

Each state’s plan differs when it comes to tax deduction benefits for contributions to 529 college savings plans.

Estate Planning and Gifting Benefits

Understand the gift and estate planning advantages of a 529 plan for parents and grandparents.

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