Description
Maximizing the value of 529 plans Higher education prices continue to rise, yet financial aid is not always guaranteed (and loan rates can be high). Learn how 529 plans can play an important role in college savings and the numerous tax advantages offered through this investment plan.
Learning Objectives
At the completion of this course, attendees will be able to:
• Understand the structure of 529 college savings plans
• Understand the tax and savings benefits of utilizing a 529 plan
• 529 and other asset impacts on financial aid
• Understand what constitutes a qualified/non-qualified distribution from a 529 plan to potentially avoid taxation on the distribution
• Understand the gift/estate tax benefits