SECURE ACT 2.0 Video #1: 529 Plans
Wednesday, March 22, 2023
Are you planning to help your loved ones with the cost of a college education?
In the first of our three-part series on the SECURE Act, watch Lorraine Salvo, CFP®, CDFA®, Managing Director, Private Wealth Management & Head of Financial Planning, discusses how SECURE Act 2.0 impacts 529 college savings plans and how your beneficiaries may benefit from leftover funds.
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