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529 Plans: How to Maximize the Benefits

529 PLANS: HOW TO MAXIMIZE THE BENEFITS

Cost $15.00
Presentation Length 1.0 hour

Recorded DateDecember 11, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

For many Americans, college is the key to opportunity, yet the cost of college is becoming very prohibitive for a vast majority of the population. The reason is that the cost of college has been rising at about 2 to 3 times the cost of inflation. In this course, you will learn about the Qualified Tuition Program (QTP), or what most people simply call “529 Plan”, and how it can be used to help alleviate some of the financial burden college tuition is placing on American families.

Learning Objectives:


  • Identify the details of a 529 plan

  • Identify the tax benefits and consequences of a 529

  • Identify the 529 is becoming so popular

  • Identify the other alternatives for paying for education

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.


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About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.