College Rocket

Start a 529 Plan -- Put the Rocket in Motion

At College Rocket we believe that starting a plan should be easy. Just follow the steps below!

1) Start

The first step is to join College Rocket. We'll ask you a few short questions to help get the planning process rolling. Your answers will give us a snapshot of your savings objectives, timeline, and budget. College Rocket will put together a personalized presentation tailored to your specific goals. It will include detailed information about the 529 plan recommended for you

2) Understand

The recommendation will outline all the savings options and their features and benefits. Here you will see how we arrived at your custom savings recommendation. A Parent Investment Expert will be available to walk you through the whole process and to answer any questions you may have.

3) Launch

By this time, you have all the details you will need to make an educated decision about which 529 college savings plan meets your objectives. Just open a plan, then decide how to fund it later.

Launch your plan now

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Keys to remember

Maximize your contribution

"Unlike Coverdell Education Savings Accounts, 529 plans do not have a contribution cap, which is a bonus for parents who want to give it their all."

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SIPC

College Rocket, LLC (Member FINRA SEC MSRB SIPC) is a Broker/Dealer that provides financial services centered on college savings plans.

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