Retirement Unlocked

New Laws, New Opportunities: Secure Act 2.0 Changes to 529 Plans [Ep. 158]

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Could your children or grandchildren’s 529 plan be the key to their future retirement success? 

In this insightful episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, explores the new provisions of the Secure 2.0 Act that allow 529 plan rollovers to Roth IRAs. Larry outlines the conditions and strategic benefits of this new rule, offering listeners practical advice on optimizing retirement strategies.

Key Points Covered:

  • Understanding the traditional benefits of 529 plans for tax-free educational savings
  • Exploring the new rules for 529 plan rollovers to Roth IRAs:
  • Strategic benefits of overfunding 529 plans to maximize retirement savings for beneficiaries
  • Illustrating potential growth of rolled-over funds with examples showing substantial retirement savings growth
  • And much more!

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    Connect with Larry Heller: 

    • (631) 248-3600
    • Schedule a 20-Minute Call
    • Heller Wealth Management
    • LinkedIn: Larry Heller, CFP®, CDFA®, CPA
    • YouTube: Life Unlimited with Larry Heller, CFP®
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      Retirement UnlockedBy Larry Heller
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