New 529 to Roth IRA Transfer Rule

New 529 to Roth IRA Transfer Rule

The Secure Act 2.0 introduced some important new benefits for 529 plans. Qualified accounts can roll over up to $35,000 from a 529 plan to a Roth IRA beginning in 2024. There are some important restrictions to the transfer. In addition, there are some unanswered...

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