Course #2 - 529s and Family Dynamics 09/27/2013
529s and Family Dynamics
Goes into greater detail on beneficiary changes, gifting and generation skipping tax implications and ownership issues such as death and account transfers.
Learn how to change and add a beneficiary
Differentiate between gift and generation skipping tax implications
Recognize ownership issues such as death and transfers
Distinguish the different types of plan transfers
Learn details of major product comparisons
Registration includes a complimentary box lunch .
No prerequisites… Show more
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1560 S. Broadway St.
Denver, CO 80210
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Sat 2/28 8:00p