E212: Can a 529 Be Rolled Into a Roth IRA?
February 14, 2024
Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.
Can a 529 Be Rolled Into a Roth IRA?
[Prefer to read? You can find an article version of this episode here: Can a 529 Be Rolled Into a Roth IRA?]
Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.
Intro/outtro music credit: eccentric - I Can Show You [Argofox Release] by Argofox