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Tax & Estate Planning Benefits of Colorado's 529 Plan

Thu, Jun 07

|

The Empire Lounge and Restaurant

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

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

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