Chatting About SECURE Act 2.0 With Jeff Levine: 529 to Roth Transfers

Jul 27, 2023 / By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
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Our expert discusses the pros and cons of the new option under SECURE Act 2.0 to transfer funds from 529 accounts to Roth IRAs. Is it all it’s cracked up to be?

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