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The new home for unused 529 plan college savings — ROTH IRAs

In an effort to increase the use of 529 plans for college savings, one such change will allow some excess 529 plan money to be rolled over to ROTH IRAs. ....

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SECURE 2.0 Reforms 529 and ABLE Accounts

The reforms complement the student loan matching provision and make it easier to use ABLE and 529 accounts for college savings. ....

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Part-Time Employees are Now Eligible for Retirement Plans

SECURE 2.0 contains an important provision regarding the eligibility of part-time employees to participate in an employer’s 401k plan or ERISA-governed 403b plan. The fundamental principle behind SECURE 2.0 is to make it easier for Americans to save for retirement. ....

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