Education Planning

As of July 23, TD Ameritrade will no longer provide administrative or consulting services to TD Ameritrade 529 College Savings Plan accounts, and new accounts will not be offered. The Nebraska State Treasurer will continue to administer existing plan accounts. The plan name will change, and there will be a new plan website, although login credentials will not change. Learn more.

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

An investor should consider a plan’s investment objectives, risks, charges and expenses before investing. A plan’s Program Disclosure Statement, which contains this and more information, should be read carefully before investing. Investors should consider before investing whether their or their beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding their specific legal, investment or tax situation.