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.
529 Plan Rollovers to ROTH IRA
529 Plan Rollovers to ROTH IRA
529 Plan Rollovers to ROTH IRA
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.