New 529 Plan to Roth IRA Rollover | A Powerful New SECURE Act 2.0 Strategy

Описание: SECURE Act 2.0 made some major changes to current retirement planning laws. Has your retirement plan adapted? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 New SECURE Act 2.0 Rollover Strategy
0:28 529 Plans Explained
2:13 The 529 Plan to Roth IRA Rollover
5:27 The Million Dollar Family Gifting Strategy

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...