Para muchas familias latinas e inmigrantes, construir patrimonio en Estados Unidos puede parecer difícil sin una guía clara. Fernando Reyes, especialista en planificación financiera, explica cómo el Plan 529 y la cuenta Roth IRA son dos de las herramientas más poderosas disponibles — y cómo gracias al Secure 2.0, los fondos no utilizados de un Plan 529 pueden transferirse a una Roth IRA, creando una conexión directa entre la educación y el retiro. Una conversación esencial para familias que quieren empezar a construir su futuro financiero hoy.
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