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:
Help your student be financially prepared for college
- 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?”
- Our Opening Bell article on 529s, “Providing for Your Children and Others with a 529 Plan“, 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.