Podcast: SECURE 2.0 allows for §529 plan rollovers to Roth accounts

by | Jan 20, 2023 | Rollover IRA

Podcast: SECURE 2.0 allows for §529 plan rollovers to Roth accounts




This week we’re covering one of the provisions of the new SECURE 2.0 Act, which deals with §529 plan rollovers to Roth accounts.

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Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: …(read more)


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