{"id":46,"date":"2021-07-12T16:56:46","date_gmt":"2021-07-12T16:56:46","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=46"},"modified":"2026-01-06T08:43:18","modified_gmt":"2026-01-06T08:43:18","slug":"financial-professionals","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/financial-professionals\/","title":{"rendered":"Financial Professionals"},"content":{"rendered":"

[et_pb_section fb_built=”1″ module_class=”page-financial-professionals hero-financial-professionals” _builder_version=”4.17.3″ _module_preset=”default” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”2_5,3_5″ module_class=”section-financial” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Title” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Financial
Professionals<\/h1>\n

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Our sales team can answer your questions on how to use 529 plans with your clients. Learn what college savings plan fits your client’s investment needs & life goals.<\/span><\/p>\n

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\"Financial\"\"<\/pre>\n
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529 Savings Plan News:<\/h3>\n
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12\/2025<\/strong> – For the 2026 tax year, this is a per taxpayer\/per-beneficiary cap of $26,200 annually for single filers and a per taxpayer\/per-beneficiary cap of $39,200 annually for those who file a joint return.<\/p>\n
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11\/2024<\/strong> – Legislative Update: For the 2025 tax year, this is a per taxpayer\/per-beneficiary cap of $25,400 annually for single filers and a per taxpayer\/per-beneficiary cap of $38,100 annually for those who file a joint return.<\/p>\n
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12\/2023<\/strong> – Legislative Update: Colorado State Legislature changes annual cap on state income tax deduction for CollegeInvest contributions. For 2024 tax year, this is a per taxpayer\/per-beneficiary cap of $22,700 annually for single filers and a per taxpayer\/per-beneficiary cap of $34,000 annually for those who file a joint return.<\/p>\n
[\/cumo_line_item][cumo_line_item button_text=”DETAILS” button_link=”https:\/\/www.collegeinvest.org\/images\/pdfs\/CI%20Fall%2023%20release%20FINAL.pdf” admin_label=”11\/2023″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
11\/2023<\/strong> – First Step enrolls 10,000 Families.<\/p>\n
[\/cumo_line_item][cumo_line_item button_text=”LEARN MORE” button_link=”\/first-step\/” admin_label=”01\/2023″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]01\/2023<\/strong> – First Step Match Amount is $2500 for those enrolling after 1\/1\/2023. <\/span>[\/cumo_line_item][cumo_line_item button_text=”MORE UPDATES” button_link=”\/legislative-updates\/” admin_label=”12\/2022″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
12\/2022<\/strong> – Legislative Update: Colorado State Legislature changes annual cap on state income tax deduction for CollegeInvest contributions. For 2023 tax year, this is a per taxpayer\/per-beneficiary cap of $20,700 annually for single filers and a per taxpayer\/per-beneficiary cap of $31,000 annually for those who file a joint return.<\/p>\n
[\/cumo_line_item][cumo_line_item button_text=”DETAILS” button_link=”\/images\/pdfs\/CollegeInvest%20Apprenticeship%202022%20FINAL%206.27.22.pdf” admin_label=”06\/2022″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
06\/2022<\/strong> – Colorado approves use of CollegeInvest 529 college savings for apprenticeships.<\/p>\n
[\/cumo_line_item][cumo_line_item button_text=”DETAILS” button_link=”\/images\/pdfs\/DP%20Fee%20Reduction%202022%20FINAL.pdf” admin_label=”04\/2022″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
04\/2022<\/strong> – Fee reduction for Direct Portfolio. Administrative fees reduced from 0.31% to 0.29%, the second fee reduction in 8 months.<\/p>\n
[\/cumo_line_item][cumo_line_item button_text=”GET THE FORM” button_link=”\/financial-professionals\/direct-portfolio-advisor-form\/” admin_label=”2021″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
2021<\/strong> – New Direct Portfolio Enrollment Form for Advisors.<\/p>\n
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There are several ways our dedicated team<\/a> can support you:<\/p>\n
Corporate Plans<\/a>: Add the fringe benefit of a 529 plan to an existing retirement plan without cost or safe harbor restrictions. We\u2019ll help you set up a corporate plan<\/a> for your business clients, as well as educate their employees about 529s. Colorado now allows businesses to claim a tax credit<\/a> on contributions. (Note: This law<\/a> has been extended to run through 2032<\/em>.)<\/p>\n
First Step<\/a>: Help your clients get a jump-start on saving for their newborn. CollegeInvest gives every baby born or adopted in Colorado on or after January 1, 2020 a $100 contribution to their account. First Step participants will also have a portion of their future contributions matched. Click here for more information<\/a> and click here<\/a> to read a FAQ for Advisors.<\/p>\n
Starter Accounts:<\/a> Offer your clients a $25 contribution to every new account they open, as our thanks.<\/p>\n
Continuing Professional Education<\/a>: Keep up with legislation and learn how to best engage and educate your clients. We currently offer five different CPE courses<\/a>, free of charge.<\/p>\n
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First Step<\/h3>\n
Help your clients get a jump-start on saving for their child, with a free, $121 contribution from us.<\/p>\n
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  1. LEARN MORE<\/span> <\/a><\/li>\n
  2. FAQS <\/span><\/a><\/li>\n<\/ol>\n
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    Corporate Plans<\/h3>\n
    Add the voluntary employee benefit of a 529 plan for a 20% tax credit.<\/p>\n