529 College Savings Plan Resources

529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who wants to help a student they know with the cost of higher education. To help you learn more about these accounts and the tax-advantaged savings opportunity they provide, we have gathered the free resources below:

Two-Page PDF: 529 College Savings Plan

This downloadable file walks you through the basics of a 529 account: “What is it?”, “Getting Started”, “Frequently Asked Questions”, and “What’s Next?”

“Providing for Your Children and Others with a 529 Plan”

Our Opening Bell article on 529s shares more detail about your options for changing beneficiaries, the differences between a 529 and UGMA accounts, and how Bell administers 529s on a complimentary basis for our clients.

SavingforCollege.com

SavingforCollege.com is also a respected resource on the topic of education costs. They have a wide range of helpful calculators, including the “World’s Simplest College Cost Calculator“.