Purposeful Planning with Aspen Wealth Management
Aspen Wealth Management
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Your 529 Plan and SECURE 2.0
• 3 minUnveiling 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! If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.
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