Episode 132 | Look Out! A Big Change Is Coming For 529 Plans | Guest: David Sandhu

8 feb 2023 · 29 min. 39 sec.
Episode 132 | Look Out! A Big Change Is Coming For 529 Plans | Guest: David Sandhu
Descrizione

The recently signed SECURE Act 2.0 was created to significantly improve retirement savings options. But it didn’t just impact retirement accounts. If you are a parent with kids going college,...

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The recently signed SECURE Act 2.0 was created to significantly improve retirement savings options. But it didn’t just impact retirement accounts. If you are a parent with kids going college, you will want to listen to this episode. David Sandhu, a rocket scientist turned financial advisor, joins Art to discuss the implications for 529 Plans.

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Autore Art Rainer
Organizzazione Art Rainer
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