What's new: offering 529s.
Did you know?
- If your client’s beneficiary received a refund of qualified expenses from an eligible educational institution, they should consider re-contributing the proceeds into the student’s CollegeChoice Advisor 529 account for future qualified expenses. Learn More
- We're making CollegeChoice Advisor safer with two-factor authentication.
- Computers are now considered a qualified higher education expense.
- Beneficiaries with multiple 529 accounts may now keep them separate.
- Grandparent 529 distributions made during junior year needn't be reported on FAFSA. Call now to order our Grandparent Card.
529 QuickView®
Manage client transactions and uncover new opportunities, all in one place.
College Savings Planner
How much is enough? This calculator helps clients set college savings goals.