529 Plan-to-Roth IRA Conversions
October 28, 2024
The Secure Act 2.0 now allows you to convert a 529 Plan into a Roth Account. This video explains how to proactively use this provision as a tax saving strategy!
The Secure Act 2.0 now allows you to convert a 529 Plan into a Roth Account. This video explains how to proactively use this provision as a tax saving strategy!
