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E-Disclosure

Communication Financial Protection

Regulatory report on the final rule about electronic disclosure for retirement plans

Additional Resources

Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Recording Resources

Live Q&A Recording: February 2025

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Video intro image graphic about Roth or Pretax Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Pretax-Roth

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