Welcome Financial Advisors          529 Plan 

The College Savings Plans of Maryland offer flexible and affordable plans to help your clients save for future college expenses and reduce dependence on student loans and other forms of debt.  The plans can serve as important elements of a more comprehensive financial plan.

Both plans offered by the College Savings Plans of Maryland are 529 plans, named after the section of the Internal Revenue Code that permits states to establish and administer tax-advantaged college savings plans. Each has its own set of features and benefits, and both offer generous federal and Maryland State tax incentives.

Explore the Plans...  

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Description

Plan Details for Financial Professionals 

Learn the details about the Plans in order to help you present options to your clients

Tax Benefits

Information about 1099-Qs and Maryland Income Tax Administrative Release No. 32

Advisor Q & A 

Common questions asked by advisors

Online Presentation  

30-Minute online presentation given by our Executive Director detailing the Plans

Ask A Question

Send us a question or see recent answers to questions asked by Financial Advisors

Bulk Literature Order 

Request kits and brochures for your office or distribution

 Articles 

Relevant articles on 529 Plans

 
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