Ask a YFP CFP® #147: How are 529 accounts affected by changes with the Secure Act 2.0?

Mar 6, 2023

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Leighton in Boise, Idaho: How are 529 accounts affected by changes with the Secure Act 2.0?

Mentioned on the Show:

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• YFP 211: The Ins and Outs of the 529 College Savings Plan
• 7 Things to Consider Before Starting a 529 Plan
• Send in your questions here or to [e-mail]
• Your Financial Pharmacist Disclaimer and Disclosures

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.