Webinar Registration

529 Plan Tax Benefits and New Rules on Roth Conversions
Boost Your Client's College Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, September, 13 • ET • 90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors
Larry Pon
Larry Pon, CPA
Tax Planning Educator

What You'll Learn

529 college savings plans offer several tax-related benefits, from tax-deferred growth to tax-free withdrawals for qualified expenses to gifting opportunities (including Dynasty 529 plans). Now, with SECURE 2.0, there is an opportunity to rollover unused monies from a 529 plan to a…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.