Real Wealth Radio: SECURE 2.0 and What Gen Z Wants in Higher Ed

December 15, 2023

Vivian Tsai spoke at length with Real Wealth founder Jim Silbernagel on the flexibility of 529s and the opportunity to rollover leftover 529 funds into a Roth IRA “to invest in a loved one’s future.” They also discussed what Gen Zs expect in the college experience, how they are paying for it, and how they are tackling the challenge of student debt.