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RIA Friendly College Savings Plans

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Jul 15, 2009 9:25 pm

Windknot

Joined: 2006-04-10Offline

What are independents/RIA’s using to fill the College Savings Plan market? 

529’s were a breeze back in my B/D days, but my initial digging (admittedly a short dig) has not turned up any real good ideas for 100% fee based advisory businesses.

Suggestions? 


WK

Jul 16, 2009 12:08 pm

FVDA_Trade-PMR

Joined: 2008-09-24Offline

Good knowledge iceco1d!  I was just about to mention that too.  Make it a GREAT day everyone.

Jul 16, 2009 12:30 pm

Wet_Blanket

Joined: 2008-11-13Offline

I believe the Arkansas 529 Plan is run by Barclays and is a fee only platform (I am pretty sure).

Jul 16, 2009 4:52 pm

anonymous

Joined: 2005-09-29Offline
Windknot:

What are independents/RIA’s using to fill the College Savings Plan market? 

529’s were a breeze back in my B/D days, but my initial digging (admittedly a short dig) has not turned up any real good ideas for 100% fee based advisory businesses.

Suggestions? 


WK

Keep in mind, we can't always do what is best for our clients.  For instance, if you are in a state that has a good direct sold 529 plan and there is a tax break, it may make the most sense to direct your client in that direction.