Saving for College and K–12 Education

A 529 plan is an essential benefit you can offer families—one that's increasingly crucial to helping them save for college and K–12 education costs. But today, achieving a successful plan is even more challenging, given that college and private school costs are outpacing inflation.

Boost Clients’ College Savings IQ

Saving efficiently with a 529 plan offers your clients a solution to help with the widening college affordability gap.
  1. WHY 529?

    What Is a 529 Plan?

    A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college and K–12 educational costs. Legally known as "qualified tuition plans," 529 plans are sponsored by certain states. The Fidelity Advisor 529 Plan is sponsored by New Hampshire and is advisor-sold.

    72%Did you know?Up to 72% of parents have startedto save for college, matching theall-time high reported inFidelity's 2016 College SavingsIndicator Study1

    Help families take the first step toward opening a 529 account.

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  2. Get Started with 529

    Answer 529 Key Questions and Open an Account

    Whether you know parents of a newborn baby, a toddler, or a teenager, all may worry about their ability to cover their child's future college and private education expenses. Address common 529 concerns with clients and prospects and help them open an account.

    50%Did you know?Nearly 50% of parents don't knowhow much they should be savingfor college each month.2

    Talk with families about getting on track with a 529 plan.

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  3. Track Progress

    Use 529 Savings Strategies for Faster Savings Growth

    You could argue that more financial aid goes to the neediest students and the "best" students. That leaves average students of above-average income more likely to cover the burden of college costs themselves. Once a family decides to get started with a tax-advantaged 529, there are a few strategies you can suggest to help quickly build a savings account.

    What's the good news?529 AccountSavings AccountAccording to our survey, 529 college savings planaccount owners, on average, report havingaccumulated approximately 50% more than thosesaving, but not utilizing a 529 plan.

    Help families see how a 529 plan can help them meet college savings or wealth transfer goals.

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