Chris Stack, Esq.

Chris Stack, Esq.

Managing Consultant, Savingforcollege.com

Chris Stack, Esq. Managing Consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 30 years, licensed in New York & Pennsylvania, Chris has experience in finance, investments and law relating to tax- advantaged products, including Section 529, since it became federal law in 1996. As a partner at a major New York law firm, he advocated to his state clients the benefits of 529 programs and beginning in 1997 served as the principal or participating author for a number of states’ legislation establishing 529 programs, as well as amending various state statutes. He actively and successfully advocated and assisted in the 2022 federal tax law changes allowing for “leftover” 529 funds to be transferred to a Roth IRA. He assisted several states and plan managers implement their 529 investment plans that now service over $20B in assets.

Since 2001, Chris has been providing consulting and educational services with Saving For College. He is intimately familiar with the provisions of Section 529 itself, as well as the various state laws and programs. Currently, Chris advises and consults with sponsoring state agencies, program managers and investment companies, and presents nationally to financial advisors, accountants, attorneys and actual investors on 529 plans.

Chris is a graduate of Fordham College and Fordham University School of Law, located in New York City. He has participated as an investor in various 529 plans since 1997 as owner of several 529 accounts.

Savingforcollege.com is widely acknowledged as the leading independent authority and resource on Section 529 and the various 529 programs and hosts a website that is the most often cited source of comprehensive information on 529 plans and developments concerning the industry.

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