529 Planning

  • Date & Time
    May 12, 2021 3:00 PM - 4:00 PM
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National Association of Estate Planners & Councils

College savings accounts under Section 529 have grown up over the past 25 years, with numerous changes to the law. They are popular and accessible, however the tax laws are complicated and many questions remain unanswered with no final regulations in sight. Partner Susan Bart will outline what’s now permitted under Section 529 and how to avoid some of the pitfalls.


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