Below I’ll discuss the ins and outs of the new SECURE 2.0 529-to-Roth IRA rollover provision.  While an understanding of the details is great, the more important issue is this: does this new rule fundamentally change financial decision making and ...

Thanks to the SECURE 2.0 bill, it’s time for the FI community to reexamine 529 plans. This post shares my two cents on 529s in general, and specifically as applied to the FI community. The next post, dropping February 15, 2023, addresses in detail the ...

This is a two-part guest post written by Dr. Anne Champeaux, MD. Dr Champeaux is well versed with 529 accounts and has often shared her knowledge on social media groups. I asked her to write a post on it and she graciously obliged. We have no financial relationship. Geez College is Expensive…. For physicians, the […]

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