529 Reference Guide - Adviser Investments

Learn about 529 plans. Are they right for you?

A Smarter Way to Save for College?

While there are a number of options available to investors and students saving for college, 529 plans are a very attractive choice for a wide range of people for their high contribution limits, the built-in federal tax benefits, potential home-state tax incentives, flexibility in choosing and changing beneficiaries, and how easy they are to set up and automatically contribute to.

For anyone wondering how they are going to cover four (or more) years of tuition for their children, or who has questions about 529 plans, consider this report required reading.

Topics include:
  • The two types of 529 plans
  • Tax implications and benefits
  • The impact on financial aid
  • Special rules for grandparents

It’s never too soon to become a more-informed investor. Please complete the form to the right to receive this freeno-obligation special report today!

Download 529 Reference Guide

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