IDeal - Idaho's 529 Plan Updates and Employer Program

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. 

• One more great ISCPA membership benefit
• Part of the ISCPA 2025 ROI Series

• Enhance your knowledge
• Maximize your ISCPA Membership

ISCPA strives to curate diverse and relevant content that aligns with the interests and needs of our members while helping to maximize your membership investment. We understand that managing a multitude of responsibilities and demands can make it challenging to prioritize your continued learning. However, it is crucial to allocate time for yourself amidst the busyness of life. You've made the financial investment, now make the personal one - and take advantage of everything ISCPA has to offer you.

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