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
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ET
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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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What You'll Learn
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Webinar Description

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 Roth IRA.

Join Larry Pon, CPA, to learn:

  • The tax benefits of 529 plans
  • The rules for Roth conversions
  • Strategies such as Dynasty 529 plans.

*CE/CPE Eligible: 1.5 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1.5 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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.org.