MARKETS SERVED, 529NOW:
- Tax Professionals: Become knowledgeable of tax deduction/credits for your clients.
- Financial Advisors: Help your clients save for college in a tax-advantaged manner.
- Financial Service Firms: Product-neutral, subject matter expert to enhance relationships.
- Tax & Financial Associations: Speak at monthly, quarterly, annual chapter meetings.
- States: Promote visibility for your state plan throughout your home state and country.
- Family & Friends: Assist anyone who is looking to help someone else afford education.
- School Districts: Assist with scholarships and award programs for district students.
THE 529 MARKET, NATIONALLY:
- $319B Assets, 13.4 Million accounts (90% savings-based, 10% prepaid-based plans)
- 49 states have a 529 program, with some states having multiple 529 plan options