Major updates to retirement planning are here. The new omnibus bill expands Roth options, delays RMDs, and allows unused 529 funds to roll into Roth IRAs. While a fix for IRA prohibited transactions didn’t make it in, self-directed investors still gain from broader Roth access and new catch-up contributions. Here’s what you need to know.
Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone
read more
