Beneficial to investors, there are some provisions impacting college saving and retirement that you need to know about!
This episode outlines the Secure Act 2.0, passed by congress in December 2022. Very beneficial to investors, we will discuss the most important provisions that may impact you, including:
Raising of the minimum age for required minimum distributions.
Changes to 529 planning that make it more flexible to plan for college, without sacrificing retirement savings.
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