529 Savings Plans
529 Prepaid Tuition Plans
Coverdell Education Savings Accounts
Custodial Accounts
UTGA/UTMA
Taxable
Investment Account
Investment Options
Vary by plan, but usually include age-based and static mutual funds options.
Rate of return tied to increases in tuition rates at in-state colleges.
Stock, Bonds, Mutual Funds
Stock, Bonds, Mutual Funds
Stock, Bonds, Mutual Funds
Ownership
Owner
Owner
Guardian
Custodian until the …
The following websites are excellent sources of additional information for college planning and savings:
General College Information
www.collegeboard.com
Student and Parent Information
www.finaid.org
The Smart Student Guide to Financial Aid
www.irs.gov
Publication 970 – Tax Benefits for Higher Education
www.bankrate.com
Tips & Guides for Students
www.publicdebt.treas.gov/sav
Savings Bond Information
529 Plan Web Sites
www.savingforcollege.com
Overview of All States 529 Plans
www.independent529plan.org
Select Private Colleges 529 Plan
www.vanguard.com
Details on 529 Plans Serviced by Vanguard
www.tiaa-cref.org/college/
Details on 529 Plans Serviced by TIAA-CREF
www.fidelity.com
Details on 529 Plans Serviced by Fidelity
www.troweprice.com
Details on 529 Plans Serviced …
