13 min
Rolling 529 Plans Into Roth IRAs M Advisor Podcast
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- Business
Beginning in 2024, SECURE Act 2.0 will create a path for unused 529 college saving plans to be rolled into Roth IRAs. While this sounds like a great thing, there's a catch -- well, there are a lot of catches. Lots and lots of "red tape" surround this rule. The headline looks great, but how does this work? Learn if this ruling could be beneficial to you.
For more information on this topic, feel welcome to read our article:
https://www.m-advisor.com/blog/unused-529-plans-can-be-rolled-to-roth-iras
Beginning in 2024, SECURE Act 2.0 will create a path for unused 529 college saving plans to be rolled into Roth IRAs. While this sounds like a great thing, there's a catch -- well, there are a lot of catches. Lots and lots of "red tape" surround this rule. The headline looks great, but how does this work? Learn if this ruling could be beneficial to you.
For more information on this topic, feel welcome to read our article:
https://www.m-advisor.com/blog/unused-529-plans-can-be-rolled-to-roth-iras
13 min