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Daily Archives: July 27, 2023

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

Blog, Education Planning, Retirement, Starting OutBy Editorial TeamJuly 27, 2023

The fear of overfunding a 529 plan is a lot less now that new laws allow 529 Plan beneficiaries to roll left over funds into a Roth IRA.

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