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SECURE 2.0 Offers New Options for 529 Plans and Student Loan Payments

SECURE 2.0 Offers New Options for 529 Plans and Student Loan Payments

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision allows student loan payments made by employees to qualify for employer retirement matching contributions. The overall goal is to help young adults start saving for retirement.

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Thank You For Supporting Our Local Food Banks!

Thank You For Supporting Our Local Food Banks!

SESLOC hosted a fundraiser for local food banks in May for the second year in a row. SESLOC, employees, and members raised over $14,000 combined for the SLO Food Bank and Food Bank of Santa Barbara County. Each dollar donated buys enough food for 8 meals, thanks to the Food Banks’ network of partners.

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Identity Theft by the Numbers

Identity Theft by the Numbers

Identity theft is a type of crime where someone obtains another person’s personal information without their permission or knowledge and uses that information to commit fraud or other illegal activities. The personal information that is commonly targeted includes names, addresses, birthdates, Social Security numbers, credit card numbers, and bank account information.

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Bill Pay: How to Change the Funding Account

Bill Pay: How to Change the Funding Account

If you have more than one checking account, you can choose which account you would like to draw from when setting up a new payment. On the Manage Billers tab select the Pay button on the biller you would like to set up a payment for. You will be asked to select which...

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