Stacey Dettwiller

Stacey Dettwiller

Roetzel & Andress

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Saving for College While Also Saving for…Retirement?

Thanks to changes in the SECURE 2.0 Act, saving for education can now also help save for retirement. Beginning in 2024, the beneficiary of a 529 education savings plan account may roll certain excess account assets directly...more

10/11/2023  /  529 Plans , Beneficiaries , Gift Tax , Retirement Plan , Roth IRA , Savings Plans , SECURE Act
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