Top advisor questions from our SECURE 2.0 webinar
Tax credits for start-up retirement plans, Roth strategies and easing rules around RMDs were among the top advisor questions about SECURE 2.0.
Tag: 529 college savings plan
Time to prepare for tax season
Prepare in advance for tax season to make the most of your tax filing.
SECURE 2.0 creates new backdoor Roth opportunity
Beginning in 2024, the SECURE Act allows unused funds from a college savings plan to be transferred to a Roth IRA in a form of backdoor Roth strategy.
SECURE 2.0 key provisions to impact planning
The SECURE 2.0 Act seeks to enhance retirement savings and will likely impact a variety of retirement planning and tax strategies.
How high school freshmen can start mapping their path to college
As students transition to high school, there are many action items for parents and students to consider as they map their path to college.
Early college planning for a growing family
Early college planning can help families meet savings goals and mitigate the debt burden in the future.
Reach out to families as they prepare for holiday gatherings
Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.
College-bound high schoolers focus on a strong finish
The last two years of high school are important for college-bound students to prepare.
What high school freshmen need to know to stay on track for college
For high school freshmen with college as a long-term goal, the high school years are a critical time to focus more on preparing for college.
Is college sticker shock impacting your plans?
Some families may not fully understand the price of tuition and fees, leading them to underestimate or overestimate what will be needed. And students may be reconsidering their goal of higher education because they believe it’s too expensive.