About the presentation: Overview of tax-advantaged IRC 529/529A plans administered by the state of Texas to allow individuals to save for education and qualified disability expenses. Includes the advisor-sold LoneStar 529 Plan that provides advisors an opportunity to assist their clients in selecting investment options, and the Texas ABLE Program, a savings plan for individuals with disabilities to allow them to save up to $100,000 without impacting eligibility for SSI and other state and federal means-tested benefits.
Speaker: Linda Fernandez is Director of the Texas Comptroller’s Educational Opportunities and Investments Division which provides support to the Texas Prepaid Higher Education Tuition Board chaired by Comptroller Glenn Hegar in administering the state’s prepaid tuition plans, college savings plans and the Texas ABLE® Program. She works with the Texas Match the Promise FoundationSM, a public charity that awards matching scholarships to participants of the Texas Tuition Promise Fund®. Linda has over 40 years of experience with the state of Texas including serving as Finance Director at the State Bar of Texas and Director of Finance at the Department of Information Resources. Governor Greg Abbott appointed Linda to the State Employee Charitable Campaign Advisory Committee.
1 CFP CE approved
Questions: Contact Sarah at admin@austinfpa.org.
Offered by FPA Austin Gold Partner