Do your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans from guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith Holistic Wealth Management, with additional insights from Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management. Discover the distinctions between 529 savings and prepaid tuition plans, state-specific tax benefits, and strategies to maximize tax savings while navigating financial aid and tax credit eligibility. Learn how to integrate 529 plans into holistic financial planning for your clients from real-world examples and best practices.

Resources:

529 Contribution Limits for 2024 by State