529 plans
Retirement and 529 Plans…A New Feature That Can Help Beneficiaries’ Retirement Planning
When the SECURE Act 2.0 was passed into law last December, it brought with it a new option for plan owners that can help them provide for retirement security for their intended beneficiary. As reported in a post by Ameriprise…
401k Plan Changes in the Wind?
According to Bradenton Herald columnist Mike Doll, the House Ways and Means Tax Reform 2.0 may bring about some significant changes affecting retirement financial planning. From changes to 401k savings limits and disclosure changes affecting 401k plans to 529 plan changes and…