07
April
529 College Savings Plan Seminar
Description
Advantages of College Savings Plans:
Flexibility:
-Can change owners and beneficiaries easily.
-No age or income limits, no time restrictions.
-Broad range in investment options and account types.
Control:
-Owner maintains control of assets.
-Owner maintains choice of beneficiary.
Tax Advantages:
-2022 State Tax Decution $20k (single)
$30k (joint) per beneficiary.
-Tax deferred growth.
-Tax free withdrawals for higher education expenses.
-Fully gifted amount exempt from estate tax
Generous Contribution Limits:
-Current maximum contribution per beneficiary $500k.
-Current annual gift exemption is $16,000.
-Ability to forward gift 5 years.
Flexibility:
-Can change owners and beneficiaries easily.
-No age or income limits, no time restrictions.
-Broad range in investment options and account types.
Control:
-Owner maintains control of assets.
-Owner maintains choice of beneficiary.
Tax Advantages:
-2022 State Tax Decution $20k (single)
$30k (joint) per beneficiary.
-Tax deferred growth.
-Tax free withdrawals for higher education expenses.
-Fully gifted amount exempt from estate tax
Generous Contribution Limits:
-Current maximum contribution per beneficiary $500k.
-Current annual gift exemption is $16,000.
-Ability to forward gift 5 years.
Date and Time
Thu, Apr 07, 2022
4:30p - 5:30p MST
Location
Gilded Goat Brewing Company
3500 S College Ave #194
Fort Collins ,
CO
80525
Note
You are cordially invited to join us for happy hour with beer and food at the Gilded Goat Brewery. Space is limited to the first 40 people.