Don't Need Your 529? Turn It Into A Roth IRA

By Forbes   |   1 year ago
Don't Need Your 529? Turn It Into A Roth IRA

The SECURE 2.0 Act introduces a new option for 529 plans - rolling over funds to a Roth IRA. Rules include a 15-year wait, direct transfers, yearly limits, and no income restrictions for beneficiaries. IRS guidance is pending.

Read More

Did you find this insightful?