Secure 2.0 Act Education Expenses Provisions

Original Air Date: June 17, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan. 

Read the Article: https://www.henssler.com/the-secure-2-0-act-empowering-student-loan-borrowers-and-retirement-savings