By John Lau
Financial Education Resources
SECURE Act 2.0: 529 Rollovers
529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st. Here’s what you need to know: Typically, 529 money is dedicated to education expenses like college tuition. Taking
Use In-Kind RMDs to Avoid Selling Your Retirement Account Assets
John Lau, CPA, CFP® December 19, 2022 - Are you 72 or older? If so, you must take a required minimum distribution (RMD) from your traditional IRA, SEP-IRA, or SIMPLE IRA by the end of the year. If you turn 72 this year, you can wait until April
