Wealth Management Strategies - Maximizing the Value of 529 Plans
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Wealth Management Strategies - Maximizing the Value of 529 Plans
While 529 plans were originally designed to allow families to save and invest for college, there are many features that participants may benefit from in ways most are unaware of. This presentation “turns the page” on 529s to explore their numerous benefits and the mechanics of how to maximize their value, particularly in light of the new tax laws. Income tax, gift & estate tax, creditor protection, beneficiary flexibility and other features will be discussed. It will present how the clients can get these numerous benefits for the cost of a mutual fund. The presentation will conclude with questions & answers.
Speakers:
Chris Stack, Esq. Managing Consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 25 years, licensed in New York & Pennsylvania, Chris has experience in finance, investments and law relating to tax-advantaged products, including Section 529, since it became federal law in 1996. As a partner at a major New York law firm, he advocated to his state clients the benefits of 529 programs and beginning in 1997 served as the principal or participating author for a number of states’ legislation establishing 529 programs. He assisted several states implement their 529 saving programs which now service over $15B in assets. He has been leading Savingforcollege.com LLC consulting and educational services since 2001. He is intimately familiar with the provisions of Section 529 itself, as well as the various state programs. Currently, Chris advises and consults with states and investment companies, and presents nationally to employers, financial advisors, accountants, attorneys and actual investors on 529 plans.
Robert Stark is a regional advisor consultant in the broker dealer division of Columbia Threadneedle Investments covering Northern Florida. Mr. Stark joined the firm in 2002 and has been a member of the investment community since 2001. Prior to joining Columbia Threadneedle Investments, Mr. Stark was a staff public accountant performing audit and tax work for individuals and small businesses.
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