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Andrew Young
Feb 26, 20242 min read
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...
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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...
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Ryan Hoovler
Dec 29, 20223 min read
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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