IDeal - Idaho's 529 Plan Updates and Employer Program
This event was recorded on 5.21.25 and has not been updated.
You will be required to pass a quiz by 12.29.25 in order to receive CPE credit.
Tune in as we detail the recent updates to the Idaho 529 plan. Learn how IDeal's Employer Program can assist you and your clients in participating in Idaho's Employer Tax Credit for funding employee's IDeal 529 accounts.
529s have had quite a few expansions in the last several years and 2024 was no different! Last year's change allowed for account owners to rollover funds into a Roth IRA in the name of the beneficiary. In recent years, changes include, allowing for costs associated with apprenticeships registered with the U.S Department of Labor, repayment of some qualified student loans, and providing employer tax incentives for direct contributions to their employees' accounts. Phew!
Join Nick Thiros as he provides the details on each of the changes and how they bring new opportunities to your individual and business owner clients.
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Thiros Nickolas
Nick Thiros is the Field Representative for the IDeal - Idaho College Savings Program. His keen understanding of 529 plans in general, and IDeal in particular, make him a valuable resource for spreading the word about saving now so students of any age can have a brighter tomorrow.
Nick is an Idaho Falls native and brings his financial background experience and love for education to help Idaho residents learn more about planning and saving for higher education.
Nick has been in the financial industry since 2012, is a Certified Public Accountant (CPA), and his earned his FINRA Series 6 and 63 licenses. He holds a Bachelor of Science in History from Colorado State University - Pueblo and a Bachelor of Science in Accounting from Boise State University.