Description
CollgeInvest’s education team will present valuable information about how 529 plans work, the taxable implications of their use, and how they can affect financial aid. This course will ensure financial professionals have the information and understanding needed to engage and educate their clients on the correct times to consider the use of any states 529 plan.
Learning Objectives
During this course participants will:
• Learn 529 basics
• Differentiate between Federal tax provisions and State tax advantages
• Recognize different financial aid methodologies
• Understand the impact of account ownership and withdrawals on financial aid
• Learn both the federal and institutional financial aid methodologies