Education Planning

Help clients plan for higher education costs

Help clients plan for higher education costs

Maybe your clients want to help pay for a child’s education. Or maybe they need to invest toward their own venture back into the higher education world. No matter what the reason, you can offer them a savings plan that can help them build toward a college fund.

As of July 23, we are no longer making new TD Ameritrade 529 College Savings Plan accounts available to clients. However, the Nebraska State Treasurer continues to administer existing plan accounts, and investment options are unchanged. To access your plan account, bookmark the program manager’s log-in page. This message will be removed in the future.

Coverdell Education Savings Accounts (ESAs) and more

Help your clients plan for college expenses and take advantage of potential tax benefits through other education planning tools such as:
Coverdell ESAs
Uniform Gifts to Minors Act (UGMA) / Uniform Transfers to Minors Act (UTMA)
Custodial accounts