The SECURE Act 2.0 passed as part of the budget bill in December allows unused funds in a Section 529 Plan to be rolled over into a ROTH IRA. We go over the details.
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529 Plan Rollovers to ROTH IRA
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The SECURE Act 2.0 passed as part of the budget bill in December allows unused funds in a Section 529 Plan to be rolled over into a ROTH IRA. We go over the details.