529 to Roth IRA Rollovers—What You Need to Know

The SECURE Act 2.0 created a new provision allowing 529 to Roth IRA transfers starting in 2024. This option improves the flexibility of using 529s and may introduce strategic tax planning opportunities. It also comes with several conditions that limit the use of the tactic. We’ve been fielding some questions about this new rule and … Continue reading 529 to Roth IRA Rollovers—What You Need to Know