Related Resources about 529 Plans

For more information and other helpful resources visit:

• The College Savings Foundation
• SEC Introduction to 529 Plans
• FINRA’s Investor Alert on 529 Plans
• Internal Revenue Service’s Publication 970 (Tax Benefits for Higher Education)
• Internal Revenue Service 529 Plans: Questions and Answers
• The National Association of State Treasurers, College Savings Plan Network which provides links to most 529 plan websites
• SEC EDGAR database for college savings plans underlying mutual fund prospectus
• FINRA BrokerCheck website to find out about a broker or dealer
• FINRA Smart Saving for College
• North American Securities Administrators Association