Cart Summary
0 courses
0 hours
View Cart
Sign In
Home
Products
Solutions
About
Sign In
Search
PublicSurveys
Toggle navigation
Products
Insurance Education
Securities Education
Certification Education
Tax & Accounting Education
Real Estate CE
Funeral CE
Workplace Education & Training
Solutions
For Businesses
For Recruiting
For Compliance
For Partners
For Casinos
About
Blog
Our Story
How We Work
Careers
Contact Us
Sign In
Chat
877-488-9308
Overview of §529 Plans
Overview
This course provides an overview of §529 Plans, including their types, taxation, and associated risks.
Find this course for your license
License or Certification
Firm Element
Regulator
Firm Element
Type
Program Training
Learning Objectives
Identify the key features and purposes of §529 Plans.
Explain how §529 Plans can be used as part of gift and estate planning strategies.
Describe the federal tax treatment and tax advantages associated with §529 Plans.
Evaluate the fees and expenses commonly associated with §529 Plans.
Recognize the limitations and restrictions that apply to §529 Plans.
Designed For:
Registered Representatives
Course Information
Adding additional credit may change exam requirements.