Date: August 30, 2023
Time: 12:00 PM EST
Whether you have toddlers, teenagers, grandchildren — or even higher education in mind for yourself — one thing is certain: Education is one of the most significant investments you and your family can make. In the “Unlock a world of possibilities” presentation, we’ll discuss:
- How a tax-advantaged CollegeAmerica® 529 savings plan can help you support a lifetime of learning for you and your loved ones by allowing you to save and pay for a wide variety of educational costs. (Tax-advantaged treatment applies to savings used for qualified education expenses. State tax treatment varies.)
- How CollegeAmerica’s flexible investments can help you build a plan tailored to your unique education needs.
- How time and tax-advantaged investments can help overcome rising costs of education and help provide someone with a higher education without a mountain of debt.
- How you can put CollegeAmerica to work for your estate by taking advantage of tax benefits that allow you to contribute up to $17,000 a year ($44,000 for married couples) annually per beneficiary without gift-tax consequences. Under a special election, you can invest up to $85,000 ($170,000 for married couples) at one time by accelerating five years’ worth of investments.
We hope you’ll join us.