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