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Can You Roll a 529 Into A Roth IRA?
The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA.
But how likely are you to actually benefit from this strategy? In this episode, we find out ...
EPISODE RESOURCES
CNBC Roth IRA/529 Article
And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!
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By NewMoneyNewProblems.com | New Money Solutions for New Money Problems
5
4343 ratings
The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA.
But how likely are you to actually benefit from this strategy? In this episode, we find out ...
EPISODE RESOURCES
CNBC Roth IRA/529 Article
And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!
Support the show
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