The New Rules for 529s

The New Rules for 529s

Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s now a more appealing investment opportunity for dentists?

The SECURE Act 2.0 means new rules and changes for number of government-sponsored financial plans, including the 529 education savings plan.

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