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Posts Tagged ‘529’

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

By Shanele Stoll | May 2, 2023

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…

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

By VanceWealth | May 27, 2020

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…

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Recent Posts

  • The High Cost of Tax Mistakes: Vance Wealth’s Solution for Business Owners
  • Vance Wealth Recognized as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
  • Maximize Tax Opportunities: Think Differently, Be Purposeful, Achieve More
  • Empowering the Next Generation: Carrisa Flores Inspires Girls at Girl Scouts of America Phenom Convention in Orlando, Sponsored by CFP Board
  • 2023 – Q3 Market Update

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