28 min

Back and better than ever: The 529 Making Margin

    • Investing

Since its inception, the 529 has been a popular education savings vehicle. Over the years, it has received a few enhancements, but none better than the most recent one thanks to the Secure Act 2.0. We talk about the 529, the changes, and how it might fit into a financial plan.

Since its inception, the 529 has been a popular education savings vehicle. Over the years, it has received a few enhancements, but none better than the most recent one thanks to the Secure Act 2.0. We talk about the 529, the changes, and how it might fit into a financial plan.

28 min