College Savings Market:
The Continuing Emergence of 529 College Savings Plans

Recently Released!!!
Date Published: November 16, 2017
Summary PPT Deck: 79 Slides
Reference PPT Deck: 748 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the college savings market, with a specific focus on 529 college saving plans & state pre-paid tuition programs, as well as related markets, including Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts and Coverdell Educational Savings Accounts. This research seeks to summarize the leading plan sponsors and managers, as well as make predictions for the market at large. This research is part of Tiburon's wealth management series which includes a wide variety of trending topics.

This research addresses a variety of key driving factors, including: 
  • Number of College Students Declining
    • Foreign Students Being Limited
  • State Funding Shrinking
  • Tuition Rates Rising
  • Leading Colleges Evolving
  • Financial Aid Becoming Increasingly Complicated
    • Grants
    • Scholarships
    • Work Study Awards
    • Student Loans
  • Student Loans Defaults Rising
    • For Profit Colleges Criticized
  • College Majors & Career Choices Evolving
    • College Majors
    • Career Choices

This research addresses the historical phases of the college savings market, including: 

  • Haphazard Phase
  • Coverdell Educational Savings Accounts Phase
  • 529 College Savings Plans Introduction Phase
  • 529 College Savings Plans Maturation Phase

    This research defines four distinct market segments in the college savings market, including:

    • Taxable Accounts
    • Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts
    • Coverdell Educational Savings Accounts
    • 529 College Savings Plans & State Pre-Paid Tuition Programs

    This research makes several future predictions for the college savings market, including:

    • Substantial Growth in the College Savings Market
    • Continuing Emergence of 529 College Savings Plans
    • Collapse of Coverdell Educational Savings Accounts into 529 College Savings Plans
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