Have an overfunded 529? New laws can help
By Vicky Jung, CFP® and Mallon FitzPatrick, CFP® March 22, 2023 – A provision within the recently enacted Secure Act 2.0 may benefit those with an overfunded 529 and provide a new estate planning opportunity. The penalties are high if the funds withdrawn from an education account are not used for education expenses. The gains […]