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college financial plan

SECURE 2.0 and 529 to Roth IRA Rollovers

The SECURE 2.0 Act, which was signed into law on Dec. 29, introduced a number of changes to retirement savings. One in particular is relevant to parents struggling with whether to save for college or retirement: SECURE 2.0 allows excess 529 funds to be rolled over to a Roth IRA tax- and penalty-free, beginning in 2024. This isn’t a blanket…

The College Financial Plan Masterclass

Want to build your financial plan for college? My new College Financial Plan Masterclass puts you in charge of your college selection and funding process. You’ll learn how the system works so you can save money, make better decisions, and partner with your student to get them not just a great education, but a great college experience. This interactive course…

Save thousands of dollars & millions of headaches with the College Financial Plan Masterclass
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