New Laws, New Opportunities: Secure Act 2.0 Changes to 529 Plans
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 […]
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, […]