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February 14, 2024E212: Can a 529 Be Rolled Into a Roth IRA?9 minutesPlayUnder certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child....moreShareView all episodesBy Michael Reynolds, CFP®4.82525 ratingsFebruary 14, 2024E212: Can a 529 Be Rolled Into a Roth IRA?9 minutesPlayUnder certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child....moreMore shows like Wealth Redefined®View allRetirement Answer Man1,284 ListenersThe Daily110,824 ListenersThe Long View877 ListenersFiction - Comedy Fiction6,448 ListenersAsk The Compound307 ListenersAdvisor Marketing Made Simple18 Listeners
Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.
February 14, 2024E212: Can a 529 Be Rolled Into a Roth IRA?9 minutesPlayUnder certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child....more
Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.