Secure Act 2.0

529 plan

6 Strategies for Unused 529 Plan Funds

By Samantha Masey | March 13, 2023

Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…

Secure Act 2.0

The SECURE Act 2.0 – What Does It Mean for You?

By Samantha Masey | January 11, 2023

Written By: Harmony Wagner, CFP® Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 the last week of December, and with it came many changes for retirees and those saving for retirement. With over 4,000 pages, the bill is a significant one, addressing topics such as Required Minimum Distributions (RMDs), 401(k)…