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DTSTAMP:20260416T183650Z
DTSTART:20260810T140000Z
DTEND:20260810T160000Z
LOCATION: **Online**
SUMMARY: Surgent's Section 529 Plans: A Comprehensive Guide
DESCRIPTION: This course provides a thorough examination of qualified tuition programs (Section 529 plans)\, focusing on their tax treatment\, planning applications\, and recent legislative changes. Participants will learn how 529 plans operate\, what qualifies as education expenses\, and how contributions\, distributions\, and beneficiary changes are treated under federal law. The course explores practical planning strategies\, including 529-to-Roth IRA rollovers\, multigenerational "dynasty" 529 planning\, grandparent-owned account considerations\, and interplay with financial aid. It also addresses state-level variations\, compliance issues\, and common pitfalls.

Using real-world scenarios\, the course evaluates when 529 plans are advantageous\, the limitations families may encounter\, and alternative approaches to education and long-term savings. Participants will gain a clear understanding of tax benefits\, penalties\, strategic funding approaches\, and planning opportunities for high-net-worth families as well as typical households.
CLASS:PUBLIC
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