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The Saver’s Credit is designed to encourage retirement savings for low- and moderate-income taxpayers
CPE07326 - 2026 Federal Tax Update - 3 hours CPE
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Section 529 Plans - 0.2 CPE irs A CountingWorks Rep will contactEducation Savings With More Flexibility Than Ever. Section 529 plans remain one of the most powerful tools for education funding, but recent changes have expanded their usefulness well beyond traditional college savings. This course reviews how 529 plans can support K12 tuition, higher education, apprenticeships, student loan repayment, estate planning, and even limited Roth IRA rollover opportunities. Learning Objective Recognize how Section 529
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