SML Planning Minute

The 529 Plan Rollover to a Roth IRA – Is it Worth it?

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Episode 227 - The initial promise and excitement of a provision created by SECURE 2.0, to allow 529 Plan account balances to be rolled over to a Roth IRA, has ended in disappointment, but it may still work for you.
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SML Planning MinuteBy Security Mutual Life Advanced Markets Team
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