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529 Rollover To Roth IRA

529 Rollover To Roth IRA

by | Feb 14, 2023 | In-House Analysis, Wealth Planning

While most of the buzz surrounding the passage of SECURE Act 2.0 in late December 2022 was about the dozens of changes it brought to the retirement planning landscape, one lesser known change regarding 529 plans could be helpful to a select group of individuals....