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...
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...
Ryan HoovlerDec 29, 20223 minFinancial CoachingHOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONSThe SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...