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2015 Conference

del 15 al 16 de October del 2015

Orlando, FL

Welcome to the AFS Conference 2015 Schedule App. Please use the search features to see when your session or poster has been scheduled to take place. 

Education Planning: An Investigation on Tax and Consumption Incentives with 529 Plans

viernes, el 16 de octubre de 2015 a las 07:45–08:45 EDT
Scotland C
Keywords: 5 words maximum

Education Planning, Taxes, 529, Consumption

Very short description for use in the program to help attendees understand more than a title can describe

CFP Board has recently elevated Education Planning to a major exam topic, demonstrating the rise of its importance to the financial planning industry.  Evidence suggests that wealthier households benefit more from 529-plan participation than lower income households do.  This paper investigates tax and consumption benefits through 529-plan participation and examines behavioral differences between households that begin college savings practices early versus those who delay it.  Due to recent changes in the tax laws, tax savings and consumption benefits for wealthier households may not be as attractive as prior research suggests.

Lead & Corresponding Author

Brigham T. Dorman, Texas Tech University
Job Title

Associate Instructor & Doctoral Student

Additional Authors

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