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529 Plans and Their Bigger Role in Retirement Planning

The Setting Every Community Up for Retirement Enhancement Act or SECURE Act 2.0 was a landmark bill designed to help Americans ready themselves for retirement. The legislation is massive, covering a variety of points and benefits across various accounts and rules. But one section of the SECURE Act 2.0 is garnering a lot of advisor and investor attention.

We’re talking about the provisions covering 529 Plans.

Under the act, these college savings plans are getting life as retirement accounts. And for investors, it creates plenty of opportunities to boost retirement savings beyond their original intention of being used for college savings.

Be sure to check the Retirement Channel to learn more about investing strategies to build up your nest egg.

529 Plan Basics

The SECURE Act 2.0 Makes 529s Interesting

The New ‘Backdoor’ Roth

Open a 529 Plan Now

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