529 College Savings Plans

For More Information

Internal Revenue Service (IRS). The IRS (http://www.irs.gov) has information on the tax-advantage college savings options discussed here. Publication 970, Tax Benefits for Higher Education is a good place to start. It discusses 529 plans, ESAs, savings bonds, as well as tax credits and deductions for higher education expenses. You also can call the IRS toll-free at 800-829-3676 to order publications.

College Savings Network. The National Association of State Treasurers' College Savings Plans Network Web site (www.collegesavings.org) provides information on 529 plans. Their site provides links to state 529 plan Web sites, information on state tax treatment, and other useful information. You also can call them toll-free at 877-277-6496.

529 Plans Sponsors. Most 529 plans allow you to directly invest through them. They provide you with offering circulars, applications, as well as a wealth of information on saving for college.

Brokers, Financial Advisers, and Mutual Fund Firms. Many brokers, financial advisers, and mutual funds firms work with one or more 529 plan sponsors and have information and materials on 529 plans. Most of these firms can also provide you with information on setting up ESAs and Custodial Accounts. Many firms also have Web sites that can provide you information on your college savings options.

NASD. We have a Web page devoted to 529 plans (http://apps.nasd.com/investor_Information/Smart/529/529_saving.asp). In addition, you can check out if the firm or individual offering you a college saving option is registered with the NASD on our Web site or by calling our Hotline at 800-289-9999.

Bureau of Public Debt. The Bureau of Public Debt's Saving Bonds Web site (http://www.savingsbonds.gov/) provides everything from educational information to calculators to a direct purchase program for savings bonds.

FinAid! The SmartStudent Guide to Financial Aid. FinAid! The SmartStudent Guide to Financial Aid's Web site (http://www.finaid.org/) provides a lot of helpful information on financial aid.

Online Resources. You will also find a wealth of information about your various college savings options on the Internet.

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