Your Financial Pharmacist

Ask a YFP CFP® #147: How are 529 accounts affected by changes with the Secure Act 2.0?


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Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Leighton in Boise, Idaho: How are 529 accounts affected by changes with the Secure Act 2.0?

Mentioned on the Show:

  • YFP Planning: Financial Planning for Pharmacists
  • Schedule a free Discovery Call with YFP Planning
  • YFP 211: The Ins and Outs of the 529 College Savings Plan
  • 7 Things to Consider Before Starting a 529 Plan
  • Send in your questions here or to [email protected]
  • Your Financial Pharmacist Disclaimer and Disclosures

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

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Your Financial PharmacistBy Tim Ulbrich and Tim Baker

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