Private Wealth Management
Prior to the passing of a provision within SECURE Act 2.0, a 529 plan beneficiary who had leftover funds (i.e., the beneficiary did not use all funds for qualified education expenses) had limited withdrawal options. With the new regulations, 529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.
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As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.
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