You will not want to miss this interactive hour of 529 education. We will dive into why we need to save for higher education, the 529’s triple tax benefits, contribution and distribution rules, and how clients can use 529’s within their Estate Plan.
Most, who attend our CE courses, say that they learned more about 529s from this 1-hour class than they had learned in their many years of practice. Come expecting to learn something new!
Learn more about the best ways to save for education, break down the tax benefits and more!
Are 529s really the best way to save for education?
Breaking down the tax benefits
What can 529 monies be used for? Qualified vs non-qualified withdrawals
Contributions and multiple beneficiaries
“Unicorn’s” in tax code benefiting 529s
Paying for education and distributions
Exceptions to penalty for non-qualified withdrawals
5-Year forward gifting & maximizing unified credit
Creating education legacies
Creditor and bankruptcy protection
Trusts & 529s
Latest changes affecting grandparent accounts
Anyone who wants to learn more about saving for education!