Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
In an evolving financial landscape, legislative changes significantly shape how we plan for retirement. The SECURE Act 2.0, building on the foundations laid by its predecessor, introduced a series of
