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AICPA ENGAGE 2018


ENG1809 - The State Matters! Education Planning w/ 529s


Jun 12, 2018 11:20am ‐ Jun 12, 2018 12:35pm

Standard: $49.00

Description

This panel will provide a brief overview of 529 plans, then dive into plan selection, taking into account state of residence, tax benefits, investment offerings, and plan structure.

Learning Objectives:

• By the end of this session participants will have an excellent understanding of the benefits of 529 plans, as well as how to select the right plan for their client.

Speaker(s):

Tags: PFP EST

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