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Thu, Jun 07
|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.
Registration is Closed
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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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