Professional Articles
Best performing 529 plans
Recommending 529 college savings plans to your clients? View the latest rankings of each 529 plan -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and ten-year investment performance. Learn more...
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Featured Professional ArticlesPRO
Case Study: Grandparents and 529 superfunding
The concept of Superfunding refers to using the 5-year election to frontload a 529 plan gift. Learn how this strategy can help grandparents reduce their estate tax exposure.
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529 plans and Gen Xers: College planning for the forgotten generation
Helping clients prepare for future college costs has become an integral part of holistic financial planning. Here are four opportunities to grow your practice by helping Gen X clients plan for college.
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Commentary: North Dakota changes impact 2nd quarter performance rankings
We rank plans that consumers can enroll in directly, as well as those sold through brokers and fee-based financial planners for the second quarter 2017.
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Breaking down the Minnesota 529 state tax benefit
Families in MN are eligible for a tax deduction or credit for their 529 plan contributions. Learn how to choose the right option for your client's college savings strategy.
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FAQ on 529 investment changes
The IRS permits only two investment changes within a beneficiary's 529 account in any calendar year. Here are some answers to frequently-asked questions regarding this limitation.
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5 college planning questions to ask during annual reviews
Make sure your asking these questions in your annual review with your clients regarding their college savings.
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A look at the recent NAST symposium
Every year the National Association of State Treasurers hosts its own 529-focused conference. Here are some of the outcomes - in brief - from that event.
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Content for Financial ProfessionalsPRO
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- 529 Performance Rankings
Access rankings by asset allocation or on a composite basis to view best-to-worst quarterly performance results for both direct-sold and advisor-sold 529 plans. - Gift Tax Center
View specific information and examples relating to gift tax reporting requirements as they relate to 529 plan contributions. - Income Tax Center
View tax forms and information concerning the reporting of 529 plan distributions on the federal income tax return.
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Professional Newsletter
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This twice monthly newsletter is essential for financial professionals who want to stay up-to-date on the latest strategies and industry news. 
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529 News
- 11/16: Lower fees and more investment options for New Mexico's Scholar's Edge
- 11/16: New Mexico to reduce fees and add lower cost investment options to the Education Plan
- 11/14: 3Q 2017 529 & ABLE Data Highlights
- 11/03: Proposed GOP tax bill includes provisions affecting education savings
- 11/02: ABLE plan contribution limits higher for 2018
You can also view all federal, industry, state, or plan news.
