Broker Check
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.

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.

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