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 …
