Tuesday, March 7, 2023

Want to do a 529-to-Roth rollover? Read the fine print

Want to do a 529-to-Roth rollover? Read the fine print

Want to do a 529-to-Roth rollover? Read the fine print

Here’s why you need to read behind the headlines and understand why this may be the most overhyped provision of SECURE 2.0.

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