Ask a YFP CFP® #147: How are 529 accounts affected by changes with the Secure Act 2.0?

Your Financial Pharmacist

English - March 06, 2023 10:00 - 17 minutes - 20.5 MB - ★★★★★ - 160 ratings
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Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Leighton in Boise, Idaho: How are 529 accounts affected by changes with the Secure Act 2.0?

Mentioned on the Show:

YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 211: The Ins and Outs of the 529 College Savings Plan 7 Things to Consider Before Starting a 529 Plan Send in your questions here or to [email protected] Your Financial Pharmacist Disclaimer and Disclosures

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.