College Planning

How to Open an Advisor-Sold 529 College Savings Plan

Advisor-sold 529 plans are only available through licensed financial advisors who work for a broker-dealer or registered investment advisor. A financial advisor may help a family select and open a 529 plan, create a college savings investment strategy and offer guidance when it is time to pay for college.

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College Planning Articles

New SEC rules require financial advisors to act in investors' best interests
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Advantages of Advisor-Sold 529 Plans
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Avoid these 529 withdrawal traps
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Top 5 mistakes to avoid when using a Coverdell ESA
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Tools & Calculators

Savings vs Loans calculator

Find out what you can save by contributing to a 529 plan today instead of paying off a student loan later

Compare your savings options

How does each option affect financial aid?

Financial Aid Calculator

Get an estimate of your child's financial-aid eligibility (EFC)

Financial Aid Video