Savings and Tax Planning for College: 529 and Other Plans, Education Credits, and FAFSA Strategies
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will explain financial planning for college, including 529 plans, other savings plans, financial aid strategies, and education credits. The government provides benefits to lessen the burden of college expenses. Knowing how to take advantage of these benefits is imperative for practitioners who are advising clients with college-bound children.
- Overview of college planning
- 529 plans
- Other savings plans
- Coverdell ESAs
- Roth IRAs
- FAFSA strategies
- Education credits
The panel will review these and other key issues:
- What are the considerations of implementing a 529 plan?
- Which college savings vehicles are available in addition to 529 plans?
- What strategies can be used to better qualify for financial aid?
- Which education credit(s) should be claimed and how to maximize them?
Deborah L. Meyer, CPA/PFS, CFP®
Ms. Meyer, CPA/PFS and CFP®, is a fee-only financial planner and the author of Redefining Family Wealth: A... | Read More
Ms. Meyer, CPA/PFS and CFP®, is a fee-only financial planner and the author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. She is also the owner of WorthyNest®, an independent advisory firm dedicated to helping parents build wealth. She is Saint Louis University’s School of Business 2019 Distinguished Young Alumni and a recipient of the 2018 AICPA Standing Ovation Award for Personal Financial Planning. Ms. Meyer has been featured in The Wall Street Journal, Forbes, Yahoo! Finance and CNN Business and is a regular contributor to Kiplinger.Close
Joseph Messinger, CFP, ChFC, CLU
Co-founder & Director of College Planning
Capstone Wealth Partners
Mr. Messinger is a leading authority on late-stage college funding. He is also a highly regarded thought leader in the... | Read More
Mr. Messinger is a leading authority on late-stage college funding. He is also a highly regarded thought leader in the financial planning community, frequently speaking at industry conferences about his College Pre-Approval™ process. In addition, Mr. Messinger regularly provides continuing education for Certified Public Accountants and Certified Financial Planners™ through the Financial Planning Association, XY Planning Network, and Ohio Society of Certified Public Accountants. He has also been published in the Journal for Financial Planning.Close