Want to do a 529-to-Roth rollover? Read the fine print
Here’s why you need to read beyond the headlines and understand why this may be the most overhyped provision of SECURE 2.0.
Hands down, the SECURE 2.0 Act provision allowing tax-free rollovers from 529 plans to Roth IRAs is the No. 1 item financial advisors are asking about. In every program since SECURE 2.0 passed, this provision has garnered the most interest and excitement from advisors — that is, until the numerous
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