Converting A 529 To A Roth IRA: EDU #2410

March 6, 2024

Converting A 529 To A Roth IRA: EDU #2410

Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA.

Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/

NY Times Article: https://rethinking65.com/2024/02/19/money-in-college-savings-accounts-can-now-go-toward-retirement/

529 Conference Article: https://www.529conference.com/status-board-secure-2-0-529-state-updates/

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