New Laws, New Opportunities: Secure Act 2.0 Changes to 529 Plans
In this episode, we explore the recent changes to 529 plans, allowing for a rollover to a Roth IRA under the Secure 2.0 Act. This blog post will break down the highlights and key points covered in this enlightening podcast episode. Understanding the 529 Plan and Its Evolution A 529 plan is a tax-advantaged savings […]
New Laws, New Opportunities: Secure Act 2.0 Changes to 529 Plans [Ep. 158]
Could your children or grandchildren’s 529 plan be the key to their future retirement success? In this insightful episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, explores the new provisions of the Secure 2.0 Act that allow 529 plan rollovers to Roth IRAs. Larry outlines the conditions and strategic benefits of this new rule, […]
