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.
Vince has worked in the financial services industry for his entire career, working for the past several years focusing on 529 college savings plans and helping people save – tax-efficiently – for the financial shock of college price inflation. In addition to that area of expertise, he has spent several years representing mutual fund, the insurance company, and retirement services firms in various sales, distribution, and back-office servicing capacities, helping advisors across the industry build suitable protection and investment portfolios for their clients.
Vince enjoys the challenges presented by organizing and prioritizing the near-limitless college selection and financing options available in the marketplace into a cohesive, customized plan for families of all types and in all stages of life. He brings a breadth of experience and a unique perspective to the college selection process due to his 30+ years in the financial services industry.
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