Making Sense of the New 529 to Roth IRA Transfer Rule

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 already been fielding some questions about this new rule … Continue reading Making Sense of the New 529 to Roth IRA Transfer Rule