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SECURE Act 2.0: 529 Plan Changes

secure act 2.0
SECURE Act 2.0 529 Plans

Many changes came with SECURE Act 2.0. In this short video, Sherwood Greer, Principal Partner at Gate City Advisors, shares the changes to 529 plans. Click below to watch the short video and find out how these changes might benefit you and your financial plan. (Disclaimer: this video may include a blooper at the end that you won't want to miss.) If you have questions or would like to schedule a call with one of our advisors, feel free to reach out via our contact page.

 

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

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