media:remote_video:27899676-729a-4f67-ae6c-b4a7d6eb41f6
Insights, Opportunities and Trends in 529 Plans
Presented by Christopher Stack, Esq., Managing Consultant
This session features 529 industry veteran Chris Stack starting off with a history of 529 plans and how they've grown into a core piece of college planning as clients seek to address the ever-rising cost of college.
Excellent Rating: 88%. This rating was awarded by the attendees.
Topics covered include:
- Data that suggest clients are choosing 529 plans themselves
- Multiple reasons why 529 plans should be part of your planning
- Qualified Withdrawal Rules and Taxation
- What happens if 529 money is not sued for college
- Beneficiary and Account Owner Options
- Gift and Estate Planning
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