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Thu, Jun 07

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The Empire Lounge and Restaurant

Tax & Estate Planning Benefits of Colorado's 529 Plan

Colorado's 529 College Savings Plans offers tax and estate planning advantages to parents or grandparents who open and/or contribute to a savings account.

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Tax & Estate Planning Benefits of Colorado's 529 Plan
Tax & Estate Planning Benefits of Colorado's 529 Plan

Time & Location

Jun 07, 2018, 5:30 PM – 7:30 PM

The Empire Lounge and Restaurant, 816 Main St, Louisville, CO 80027, USA

About the event

CollegeInvest's Joe Giulitto will be joining us for a short presentation on Colorado's 529 College Savings Plans.

While we enjoy a nice dinner from the chefs at The Empire, Joe will discuss the plan's tax and estate planning advantages for parents or grandparents who open and/or contribute to a savings account.

Specific topics will include:

  • Colorado Income Tax Benefits
  • Federal Tax Benefits
  • Gift Tax Benefits
  • Reduced Estate Assets
  • Large or Lump-Sum Contributions
  • Accelerated Contributions

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