Secure 2.0 has something for everyone, but reading all 350 pages of it to find out what fits for you is too much! In this session you’ll learn about:
–Expanded savings opportunities in retirement plans,
–Longer timeframes to keep funds invested in tax-deferred plans
–How to take advantage of new 529 Plan flexibility
–What tax incentives may be available if you are a business owner.
Whether you’re a parent saving for your kid’s college, grandparents gifting for education, an employee contributing to a retirement plan, a retiree drawing down assets, or a business owner offering an employee retirement plan, you won’t want to miss this session. Find out the highlights that serve you!