5 Big Changes to Roth Accounts in Secure Act 2.0
The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a
Category: 529 Plans
Should You Start Saving for College Before You Have Kids?
Couples with strong cash flows may be eager to start planning for the future. With extra cash laying around, some investors may decide to start
Parents Can Now Use 529 Plans to Pay for Private School, But Should They?
Updated for 2023. Should you use a 529 plan to pay for private school? The 2017 tax reform legislation included sweeping changes to our tax