Join Lead Financial Planning Nerd, Jeff Levine, at the July Kitces Monthly webinar, where you’ll take a deep dive into some of the more challenging aspects of 529 planning.
In this webinar, advisors will learn:
- An overview of key 529 plan rules
- Tax consequences of changing 529 plan owners and/or beneficiaries
- The impact of ownership decisions on student aid
- Trust-owned 529 plans considerations and the “Dynasty 529 Plan”
- State tax complications created by recent changes to the Federal tax rules
- SECURE 2.0’s 529-to-Roth IRA transfers and the “Sweet 16 Roth IRA”
