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New Laws, New Opportunities: Secure Act 2.0 Changes to 529 Plans [Ep. 158]
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:
Connect with Larry Heller:
View all episodes
By Larry Heller
5
66 ratings
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:
Connect with Larry Heller:
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