Your 529 Plan and SECURE 2.0

Unveiling the landmark changes of SECURE 2.0 from December 2022, we delve into its impact on retirement plans and tax-favored savings, spotlighting the 529 education plan.  

Tune in to explore how SECURE 2.0 has crafted fresh opportunities for college graduates transitioning to the workforce through the revamped 529 plans. Secure your knowledge for a brighter financial future! 

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