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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
August 1, 2023 / / Comments Off on Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act offers a new 529 plan-to-Roth IRA rollover and help for employees with student loans starting in 2024.
Posted in Newsletters