529 Plans, Coverdell ESAs, and ABLE Accounts

Authored by Sidney Kess and Barbara Weltman
About this Course
The focus of this course is tax-advantaged education savings plans and ABLE accounts for disabled children. explains the tax rules governing the four major phases for these plans: contributions, maintenance, distributions, and what happens when the beneficiary dies. It is vital to recognize that different tax treatment may apply at the state level, but these rules are not covered in any detail in this course. Upon completing this course, participants will be able to: Describe the different types of tax-advantaged savings plans for education and disabled children; Describe the differences between 529 prepaid tuition plans and 529 college savings plans; List the types of qualified expenses for tax-free ABLE account distributions.
$ 25.00
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NASBA Field of Study
Taxes
Level
Overview
CPE Credits
2.0
Prerequisites
None
Last Updated
05/03/2017
CCHCL529Plans