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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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