Introduction to Qualified Tuition Programs (529 Plans)

Lorman Education Services

Gain an understanding on how to use different 529 plans as an effective way to save for future costs of higher education.

Investments in 529 plans have reached nearly $250 billion as of mid-2015. Recently, 529 plans have been prominently discussed when President Obama proposed and then retracted his plan to tax distributions from 529 plans. Learn what all the fuss was about and also find out why 529 plans are considered one of the most effective ways to save for the future costs of higher education. This topic will provide an introduction to understanding the legal requirements that 529 plans face; the types of 529 plans available in the market place; the types of investment options that 529 plans typically proved; the income, gift and estate tax consequences of investing in a 529 plan; what an investor or advisor should look at when evaluating 529 plans; and the regulatory atmosphere facing 529 plans.

Learning Objectives

• You will be able to discuss prepaid programs.
  
• You will be able to review savings programs.
  
• You will be able to explain non-qualified distributions.
  
• You will be able to review state tax and other benefits.

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