Continuing education courses

529 and Income Taxes

Section 529 plans provide powerful and unique tax advantages not available with other college savings options. The many different variations of 529 plans available allow investors to choose the best plan for them based on their own individual needs and preferences. Additionally, 529 plans have investment, tax, retirement, and estate-planning advantages that reach beyond the college savings benefits.

Understanding the mechanics and tax provisions of Section 529 in their entirety is fairly complex, but is a necessity for professional advisors working closely with clients considering these investments.

This one-hour Continuing Education course will provide financial advisors with an overview of the provisions of Section 529, and focus specifically on the federal tax benefits and rules for distributions, as well as the impacts of state laws on 529 plans.

CE credit is 1 hour of General Principles of Financial Planning.

Getting Started

Click here to access the 529 and Income Taxes course enrollment page.

Click the "Enroll for Free" Button and enter the required information. Begin the course! Remember to email your exam score to in order to receive Continuing Education Credit. Good luck!

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your portal.


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