Truly A No-Brainer For WOOPs -- December 28, 2023

Locator: 46407529.

Comments, re-posting:

• 529
• back in the news today; CNBC; effective January 1, 2024. 
• the blog. 

From the blog link in mid-December:
 

Investment deep-dive today: the “529” plan. 

Easily one of the best-kept investment secrets. Particularly for retirees. Yesterday I spent an uninterrupted three hours studying the “529” and how the new SECURE Act affects it — if you are a retiree this needs to be discussed with your financial advisor. I have two financial advisors: my wife and Sophia. My mentor was my father and the elder Forbes. But that was years ago.

 From CNBC today: