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529 Rollover To Roth IRA: SECURE 2.0 Real-life Applications

529 Rollover To Roth IRA: SECURE 2.0 Real-life Applications

by Marshall Nelson | 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....

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Locations

Salt Lake City, UT
650 S Main St Suite #700
Salt Lake City, UT 84101
Phone: 385-355-2700

Scottsdale, AZ
16100 N 71st St Suite #140
Scottsdale, AZ 85254
Phone: 480-944-5654

Email

info@crewe.com

Follow Us

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