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Your Financial Pharmacist

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

Broadcast on:
06 Mar 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.