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529 Contributions & Distributions

529 CONTRIBUTIONS & DISTRIBUTIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

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. 

Learning Objectives: 


  • Identify 529 plans and why they exist 

  • Identify contribution-related tax strategies 

  • Define distribution-related strategies 

  • List financial aid considerations

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Vincent Sullivan

College Aid Pro
Director of Onboarding and Engagement
[email protected]
(720) 318-9765

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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. Vince has also 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

About Our Presenter

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College Aid Pro is changing the way America shops for college with a revolutionary software solution that provides families with detailed scholarship and financial aid projections for thousands of colleges and universities across the country. An often overlooked and intimidating topic, financial institutions and advisors are now empowered to help seamlessly guide families through the college funding maze with confidence and ease. College Aid Pro's award winning technology is honored as the highest rated college planning software for 2019 and 2020 in a T3 advisor survey.