Matthew

How does the Secure 2.0 Act of 2022 impact 529 plans, and what are some opportunities it provides?

Shanele Stoll Financial Planning

HOW DOES THE SECURE 2.0 ACT OF 2022 IMPACT 529 PLANS, AND WHAT ARE SOME OPPORTUNITIES IT PROVIDES? Get insights from Matthew Rivera, Wealth Advisor Q: What is a 529 plan? A: A 529 plan is a savings plan designed to help families save for education expenses. The funds in a 529 plan can be used for qualified education expenses such as tuition, room and board, and textbooks. Q: What is the new rollover option for 529 plans? A: Beginning …

061218 Vance Wealth Marketing Day 2 SchlickArt 7231SRGBlowres 1016x677 - 3 Myths & Truths About College Savings That Will Raise Your Spirits

3 Myths & Truths About College Savings That Will Raise Your Spirits

VanceWealth Uncategorized

College savings can feel like an impossible task thanks to these three common myths; however, the truth is bound to lift your spirits and help you get started.   For many families, saving for college is such a daunting task that it ends up feeling more defeating than empowering. There are a handful of myths and misconceptions about the college savings process that can be even more immobilizing, preventing parents from ever getting started. At Vance Wealth, it’s our mission …