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Big Changes to Retirement Plan Rules Thumbnail

Big Changes to Retirement Plan Rules

College Planning Investing Retirement Funding Insights Taxes

President Biden is expected to sign a spending bill that will make big changes to many retirement plan rules. Based on media reports, it seems like you might be able to rollover some 529 plan balances into your Roth IRA. The bill also makes changes to Required Minimum Distribution rules as well as contribution limits.

Plus more. Watch for more details and consult your financial planner before making any changes.

Also, many times, over the years, the stock market experiences a so-called Santa Claus Rally. When will that start?

#spendingbill #RMD #retirementplanning #contributionlimits #rothira #529Plans #collegesavings #santaclaus #santaclausrally #stockmarket  

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