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
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.