529 PLANS

529 asset allocation study

Our asset-allocation study examines the variation in asset allocation -- i.e. the mix of stocks, bonds, and money-market (or similar) — among 529 plans offering "age-based" investment options. The study is limited to portfolios designed for beneficiaries age 17 and over, since this is the age group most affected by risk and short-term investment performance.

The results are presented in an easy-to-view graphical format, and are accompanied by recently-reported investment performance of the age-based portfolios. The study is updated periodically by Savingforcollege.com and is separated between direct-sold 529 plans and advisor-sold 529 plans.

Direct-sold 529 plans, Advisor-sold 529 plans, Explanatory article

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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