New SECURE 2.0 Planning Move – 529 To Roth

SECURE 2.0 introduced an interesting possibility – The Baby Roth getty SECURE 2.0 was part of the Consolidated Appropriations Act, 2023. It introduces a significant number of changes to contributions, simplicity of participation, and the date for beginning Required Minimum Distributions (RMD). However, one interesting twist is a provision that allows a 529 education plan…

Biden’s SPR Drawdown Big Win For Beijing

Russian President Vladimir Putin and Chinese President Xi Jinping pose for a group photo during the … [+] G20 Summit in Osaka in 2019. (Photo by DOMINIQUE JACOVIDES/AFP via Getty Images) AFP via Getty Images China is increasingly looking like the top beneficiary of President Joe Biden’s decision to sell down the Strategic Petroleum Reserve…