0 By John Bovard, CFP® Videos 05 Jan: Secure Act 2.0 Changes to 529 Plans To schedule a call to review your financial plan and investments Click Here SUBSCRIBE TO THE FINANCIAL INCLINE Email Address …
0 By John Bovard, CFP® Featured Investing Retirement Planning Tax Planning Trending Now 05 Jan: 529 Plan Rollover to a Roth IRA Starting in 2024 you will have the ability to rollover any unused funds in a 529 plan to a Roth…
