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Moving 529 Funds to a Roth IRA
16:26
Considering rolling over unused Invest529 funds to a Roth IRA?
Congress signed this new provision into law, providing a new option for individuals who find themselves with leftover money in their 529 account. As of 2024, families are allowed to roll over unused funds from those accounts into Roth individual IRA without incurring tax penalties.
Join this session to hear exclusive tips before completing a Roth IRA Rollover Request.