Want to do a 529-to-Roth rollover? Read the fine print
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Here’s why you need to read beyond the headlines and understand why this may be the most overhyped provision of SECURE 2.0.
Hands down, the SECURE 2.0 Act provision allowing tax-free rollovers from 529 plans to Roth IRAs is the No. 1 item financial advisors are asking about. In every program since SECURE 2.0 passed, this provision has garnered the most interest and excitement from advisors — that is, until the numerous
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