SECURE Act 2.0 Benefits for Singles | Laryssa Freeman, CFP® 🇺🇸⛳️✈️ posted on the topic | LinkedIn
SECURE Act 2.0 Benefits for Singles | Laryssa Freeman, CFP® 🇺🇸⛳️✈…
3 months ago
linkedin.com
📈💡 All parents need to know this! 🤑 🚀 Here’s the deal👇 ✅ What’s new? In 2024 the SECURE Act 2.0 rolled out, and one of the coolest updates allows you to roll unused 529 college savings into a Roth IRA for the beneficiary — without taxes or penalties — under specific rules. 🧠✨ 💥 Why this matters: 👉 If your student gets scholarships or doesn’t use all their 529 $$, you don’t have to leave it stuck there forever 👉 You can potentially boost lifelong tax-free growth in a Roth IRA 👉 It turns
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Laryssa Freeman, CERTIFIED FINANCIAL PLANNER™️ 🇺🇸⛳️✈️🧘‍♀️ on Instagram: "New laws, new perks for solo retirement. 📈 Bigger 401(k) catch-ups 💸 Roth 401(k)s skip RMDs ❤️ Charitable gifts = lifetime income SECURE Act 2.0 made retirement more flexible. 💬 Share this with a friend who’s single and saving. Meritage Wealth Management (MWM) is a Registered Investment Adviser in the state of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or
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Laryssa Freeman, CERTIFIED FINANCIAL PLANNER™️ 🇺🇸⛳️✈…
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