529 plan comparison tool

The Scholar's Edge Cube is on a desk with a brochure.

Utilize the Scholar’s Edge 529 plan comparison tool to compare other advisor-sold 529 plans with ours. Simply fill in the form below and we will email you a report.

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Are you a financial professional?

Yes

Select which plan you want to compare:

Enter other plan name:

Would you prefer to compare the entire plan or specific options?

Entire plan

Specific options

Please enter type of portfolio (e.g., Target risk portfolios) or the specific portfolio name:

Approximate dollar amount for potential breakpoint analysis:

Select your client’s state of residence to compare specific state tax benefits:

Please provide your name and email address to ensure you receive a customized report:

First Name

Last Name

Please reach out to your financial professional and request a comparison to the Scholar’s Edge 529 plan. Clicking the submit button will not result in a response.

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529 plan comparison tool

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