S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2

The Great Retirement Debate with Ed Slott & Jeffrey Levine

In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 once again for part 2 of whether it’s big deal, or not a big deal for you, the consumer. This time around, the focus is on the Roth related provisions.
Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html