A 529 plan is like a ROTH IRA by offering no Federal taxes on gains if used for qualified college expenses. Some states provide tax deductions. Want to learn more?
How Do You Save for College & Get Tax Savings?
The 529 Playbook Newsletter™
The529Adviser.com
The529Adviser.com is an independent source of ideas and information that has assisted thousands of individuals, families, and businesses. We provide free educational resources and connect users with independent Fee-Only professionals who are listed on the 1800ADVISER.COM directory. Benefit from their personalized guidance and let them craft tailored strategies to help you optimize your 529 plan, maximize tax benefits and develop comprehensive college savings plans that are aligned with your goals.
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Do you need help with college savings and 529 plans? Reach out to request a no strings attached FREE CONSULTATION or ask any question with Great Privacy™. Alternatively, you can visit 1800ADVISER.COM and browse the only toll-free online directory for Fee-Only professionals in the United States.
If you are using state-run plans, you are simply getting set-it and forget-it advice. At some point, you’ll benefit from the guidance of an independent financial professional. Importantly, they provide personalized advice, which can be particularly helpful if you have a complex financial situation, are self-employed, or simply want assurance that you’re making the right financial decisions.
→ WHAT DOES INDEPENDENT ADVICE COST?
Generally, fees range from as low as $200 for one savings college plan. If you desire comprehensive college savings and integrated financial aid planning, flat fees can start at around $1,000. The exact pricing will be determined based on the complexity and your specific needs. Once we have a better understanding of your situation, we can provide you with a more precise estimate.
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529 Plans and College Saving Services
529 Plan
State Selections
Although most individuals can benefit with plans sponsored by the state they live in, we can review which plan provides the best options for your personal situation.
529 Portfolio
Management
If you need help reviewing and selecting investments, we will review your 529 plan and help you. The right investment can make a huge difference.
529 Plan
Ownership Decisions
529 plans are usually best structured in the name of parents and grandparents. We will help you review the best structure to provide the most flexibility and tax savings.
Maximize College
Tax Benefits
We can help you understand the financial aid process and develop a strategy for maximizing your eligibility for grants, scholarships, and loans. There are pros and cons with each strategy.
Comprehensive
Financial Aid Plans
We can help you understand the financial aid process and develop a strategy for maximizing your eligibility for grants, scholarships, and loans. There are pros and cons with each strategy.
Education
Saving Plans
There are several options for savings in college, including 529 plans, Coverdell Education Savings Accounts and UGMA/UTMA accounts. Our team of experts can help you choose the best for you.
