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Posts Tagged ‘secure act’

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

By Shanele Stoll | May 29, 2024

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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