Ara Abrahamian, CRPC® May 15, 2024 Investment Management How to Roll Over a 529 Plan to a Roth IRA Ara Abrahamian, CRPC® May 15, 2024 Investment Management SECURE 2.0 increased the flexibility of 529 plans by allowing you to roll over unused funds to a Roth IRA. Here’s what you need to know about the process.
Ara Abrahamian, CRPC® July 17, 2023 Education Planning New Rules for Rolling Over 529 Plans to Roth IRAs Starting in 2024 Ara Abrahamian, CRPC® July 17, 2023 Education Planning In this blog post, we explore this upcoming change for 529 account owners.
