Why 529s: Contributions & Distributions
About this Event

Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, unused plan assets, and effects on financial aid. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.

Accredited for IAR, CPA, CFP, and Insurance professionals. All attendees will receive 1 hour of CE credit.

Delivery method: Group-Live

Prerequisites: None

Course requirement: Online participation is mandatory. Course requires active participation. Remote Attendees are required to have cameras on to receive CE credit.

Advanced Preparation: None

Program Level: Intermediate

Cancellation Policy: We request that you provide 24 hours in advance before canceling attendance.

CollegeInvest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.com

For more information, questions, or concerns please reach out to our office at (303) 376 - 8839.