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Surfing the 529 Wave

Confused about how to sell 529 college savings plans (see article on page 96)? Since each of the 50 states has its own plan, they can be overwhelming. Now, there's a little more help. For $50 a year, you can peruse 401kid.com to compare plans and help clients set investment strategies. The site's new software provides tax and college savings calculators and a method for setting up personalized reports

Confused about how to sell 529 college savings plans (see article on page 96)? Since each of the 50 states has its own plan, they can be overwhelming.

Now, there's a little more help. For $50 a year, you can peruse 401kid.com to compare plans and help clients set investment strategies. The site's new software provides tax and college savings calculators and a method for setting up personalized reports for individuals and corporate clients.

Another helpful site is collegesavings.org, affiliated with the National Association of State Treasurers, which includes links to all the state plans.

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