529 Plan Insights
The discussion dives into the nuances of 529 education plans, highlighting their tax advantages for saving for college. With the introduction of potential options to roll unused funds into Roth IRAs, the conversation addresses common concerns about overfunding and the unpredictability of educational expenses. Understanding these strategies can empower parents to make informed financial decisions for their children's future.In this clip
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421 | Secure Act 2.0 Deep Dive | Sean Mullaney
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