529 College Planning Tool Kit

529 College Planning Tool Kit• Easy-to-use online college planning tools

• Customized solutions for financial professionals or self-service environments

• Educational Tools that help build your 529 Plan business

• Interactive and engaging components

Key BenefitsProduce personalized college financial planning reports

Quantify the tax benefits of in-state 529 plans

Run quick cost quotes and savings projections

Determine the scope of the college savings challenge

Establish college savings goals, gaps and strategies

Search the college cost database

View tips & terminology

529 College Planning Tool Kit

Glossary

Quick Projectors

College Cost Search

Education Funding Planner

529 State Tax Deduction Calculator

College Savings Planner

The Education Funding Planner lets you prepare Personalized Reports for your clients, with personalized solutions, cover letters and title pages.

Enter your client’s college savings information and our tool will determine their college savings goals and any gaps that may exist.

Information for up to 5 children can be included in each analysis. A different college or college type can be chosen from the college cost database for each child.

The Education Funding Planner personalized report is presented in an attractively designed PDF format for use with your clients.

The EFP report first analyzes the college funding challenge for your client’s overall household and then presents solutions for each child.


Glossary

Quick Projectors

College Cost Search




Enter your client’s state of residence, filing status, taxable income and planned savings contribution to their state’s 529 Savings Plan, and our tool will calculate the net value of their state tax deduction.

View the estimate of your client’s total net tax savings as well as the maximum possible net tax savings for the year.

The 529 State Tax Deduction Calculator indicates when no state tax deduction is applicable for 529 College Savings Plan contributions and provides specifics about plan contributions and accruals.

The Calculator indicates when the planned contribution exceeds the maximum allowable deduction and provides the net state tax savings based upon the maximum allowable deduction.


Glossary

Quick Projectors

College Cost Search




Do “What-Ifs” by changing key variables on the input form to see how the projected savings amounts in the graph change.

Use the College Saving Projector to determine how much your client’s saving may be worth at the start of college. Compare the advantages of a tax-free account (such as a 529 College Savings Plan) versus a taxable account. Quick Projectors

The College Savings Projector is one of four Quick Projectors in the Tool Kit.


Glossary

Quick Projectors

College Cost Search




Do “What-Ifs” with the sliders to see how the required monthly contribution and savings gap change.

Use the College Saving Planner to establish college savings goals and what needs to be done to meet those goals.

Annual funding plan for all children included in the analysis can be viewed on all College Savings Planner screens.

The College Savings Planner let’s you set the college funding goal. Start with 100% of college costs. Then scale back to a lower percentage, if desired.

Click “View Report “ when you are comfortable with the input data.


Glossary

Quick Projectors

College Cost Search




Use the College Cost Search to look up costs at specific schools or to view the national averages. The college cost search is supported by a database of over 4,000 colleges and universities


Glossary

Quick Projectors

College Cost Search




Over 100 terms relating to the language of college financing.

Click on letters A to Z to move from section to section.

Documents

529 College Planning Tool Kit