529 Plan Balance That Won’t Be Used — Consider a Roth Ira Rollover Option
Starting in 2024, a 529 plan that is at least 15 years old can have up to $35,000 of the balance rolled over to a Roth IRA for the beneficiary …
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Starting in 2024, a 529 plan that is at least 15 years old can have up to $35,000 of the balance rolled over to a Roth IRA for the beneficiary …
Many people have heard that converting to a Roth IRA is a good idea for tax savings at retirement or to leave tax-free income to your beneficiaries …
