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New Features Available in 2024 for 529’s and Roth IRA Rollovers

Andrew Young

Feb 262 min read

Retirement Planning

New Features Available in 2024 for 529’s and Roth IRA Rollovers

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

79

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

Andrew Young

Jan 19, 20232 min read

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...

56

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

Ryan Hoovler

Dec 29, 20223 min read

Financial Coaching

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...

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