Andrew YoungFeb 262 minRetirement PlanningNew Features Available in 2024 for 529’s and Roth IRA RolloversThe new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
Nick AllenAug 24, 20235 minCollege Savings OptionsExploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...
Andrew YoungJan 19, 20232 min529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...