529 Contributions & Distributions

This course will begin with a brief background and introduction to 529 plans and why they came into existence – their purpose, associated tax advantages, and mechanics. After the introduction, the course will dive deeply into contributions and related potential tax considerations and strategies, including state-specific differences. Then the course will discuss the other side of the equation, distributions, and distribution-related tax strategies. Finally, this course will provide a brief discussion of 529 plans and how their existence may impact financial aid considerations.