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SECURE Act 2.0 Allows Unused 529 Funds to be Rolled into a Roth IRA

Parents and other family members no longer need to worry about what happens to their child’s 529 plan if they have a remaining balance upon graduation or if they decide not to pursue post-secondary education at all. Historically, parents may have been hesitant to contribute to this education savings account due to the uncertainty of their child’s future decisions, missing out on tax-free growth and withdrawals when used for qualified educational expenses (tuition, fees, books, supplies, room and board, etc.) and in many states, receiving a tax break for contributions made. Fortunately, with SECURE Act 2.0, starting in 2024, the remaining 529 balance can be transferred into a Roth IRA for the same beneficiary, giving them the opportunity to have decades of tax-free growth for their retirement.

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Secure Act 2.0 – What You Need to Know

On December 29, 2022 President Biden signed the SECURE 2.0 Act into law to encourage more workers to save for retirement. With over 90 retirement-related provisions, the legislation has a lot to it. With so many different topics covered, it can be difficult to determine which provisions are most applicable to you. This article will help summarize some of the most prevalent changes that may apply to your financial plan, and if not now, surely in the future.

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Is Financial Planning a Priority for You? If Not, It Should Be.

When it comes to our finances, we often get mixed up in the excitement of what is new and shiny thanks to everchanging technology providing us with constant information and recommendations. Like anything in life, in order to get to where you want to go, you have to first have a plan, in this case, a financial and life plan. Here’s how to prepare for your dream future.

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Haley Tolitsky Will Speak at the North Carolina Dental Society’s 2022 Women’s Summit

Haley Tolitsky, will be speaking at the North Carolina Dental Society’s 2022 Women’s Summit at The Umstead Hotel and Spa on August 26, 2022. During her presentation, Tolitsky will examine how an once male-dominated field is now rapidly changing allowing more women to realize financial empowerment. She will also discuss finding the balance between work, family life, and personal time and finding the financial confidence to become more financially savvy than their male counterparts.

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