Chris Stack, Esq. Managing Consultant, Savingforcollege.com, is a nationally recognized resource on 529 plans offering extensive experience in educational finance. An attorney for over 25 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 and amending 529 programs. He assisted several states implement their 529 saving programs which now service over $10B in assets.
He has been affiliated with Savingforcollege.com LLC since 2001, providing consulting and educational services to various program managers. He is intimately familiar with the provisions of Section 529 itself, as well as the various state programs. Currently, Chris advises and consults with states and investment companies, and presents nationally to financial advisors, accountants, attorneys and actual investors on the many benefits of 529 plans as a powerful planning vehicle for future educational expenses, as well as other goals.
Chris is a graduate of Fordham College and Fordham University School of Law, located in New York City. He has invested in various 529 programs since 1997.
Why Financial Advisors Should Want to Do More Education Planning Now
The recent declines in the financial markets and ongoing volatility has brought into focus more than ever the benefits and value of an experienced and/or knowledgeable financial advisor helping clients stay on track with their financial goals.
10 reasons why president obama's proposal to reduce 529 benefits will NOT be enacted
President Obama's proposal to streamline education tax incentives calls for a rollback of the tax-free qualified withdrawals from 529 education savings plans that were enacted in 2001. Here are ten reasons why it's most likely that this proposal will not be enacted into law.