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:
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.