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Hidden Perks of 529 Plans under the New Secure Act 2.0

20:49
 
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Manage episode 382048107 series 2851724
内容由Richard Oring提供。所有播客内容(包括剧集、图形和播客描述)均由 Richard Oring 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Want to uncover the hidden potential of 529 plans and the new twists introduced by the Secure Act 2.0? Wondering how this could be the game changer in your child's college fund or even your first-time home purchase? Then this episode is a goldmine waiting to be discovered. We unpack the quirks and benefits of 529 plans, investment plans that not only allow you to save for a beneficiary but also let you withdraw tax-free. We also delve into the changes brought by Secure Act 2.0, particularly how it now allows grandparents to contribute more towards their grandchild's college fund and the opportunities it presents for the Roth IRA.
In the second half of this insightful conversation, we turn our spotlight to the benefits of both Roth IRAs and 529 plans, and how they can be instrumental in funding your child's private K-12 education. We also crack open the 'Rule of 72', a simple yet powerful way to calculate the compounding effect of your investments over time. Further, we reveal how the Secure Act has widened the gates for parents to access their Roth IRA and the unique advantages of 529 plans, including tax-free withdrawals and the control they accord you over your funds.
To conclude, we navigate the maze of managing 529 plans and the value of a robust financial planning strategy. Our team stands ready to help you make sense of 529 plans and other financial products, without any sales pressure. We also touch on important disclosures regarding our branch office, and the services offered through Oseic Wealth Incorporated and New Century Financial Group LLC. As always, we recommend seeking the counsel of a tax specialist for personalized advice. So, buckle up for this journey of financial enlightenment.

  continue reading

章节

1. 529 Plan Changes in Secure Act (00:00:00)

2. Benefits of Roth IRA and 529 Plans (00:12:16)

3. Managing 529 Plans and Financial Planning (00:16:50)

4. Disclosure and Contact Info for Oseic Wealth (00:20:09)

29集单集

Artwork
icon分享
 
Manage episode 382048107 series 2851724
内容由Richard Oring提供。所有播客内容(包括剧集、图形和播客描述)均由 Richard Oring 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Want to uncover the hidden potential of 529 plans and the new twists introduced by the Secure Act 2.0? Wondering how this could be the game changer in your child's college fund or even your first-time home purchase? Then this episode is a goldmine waiting to be discovered. We unpack the quirks and benefits of 529 plans, investment plans that not only allow you to save for a beneficiary but also let you withdraw tax-free. We also delve into the changes brought by Secure Act 2.0, particularly how it now allows grandparents to contribute more towards their grandchild's college fund and the opportunities it presents for the Roth IRA.
In the second half of this insightful conversation, we turn our spotlight to the benefits of both Roth IRAs and 529 plans, and how they can be instrumental in funding your child's private K-12 education. We also crack open the 'Rule of 72', a simple yet powerful way to calculate the compounding effect of your investments over time. Further, we reveal how the Secure Act has widened the gates for parents to access their Roth IRA and the unique advantages of 529 plans, including tax-free withdrawals and the control they accord you over your funds.
To conclude, we navigate the maze of managing 529 plans and the value of a robust financial planning strategy. Our team stands ready to help you make sense of 529 plans and other financial products, without any sales pressure. We also touch on important disclosures regarding our branch office, and the services offered through Oseic Wealth Incorporated and New Century Financial Group LLC. As always, we recommend seeking the counsel of a tax specialist for personalized advice. So, buckle up for this journey of financial enlightenment.

  continue reading

章节

1. 529 Plan Changes in Secure Act (00:00:00)

2. Benefits of Roth IRA and 529 Plans (00:12:16)

3. Managing 529 Plans and Financial Planning (00:16:50)

4. Disclosure and Contact Info for Oseic Wealth (00:20:09)

29集单集

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