E212: Can a 529 Be Rolled Into a Roth IRA? - podcast episode cover

E212: Can a 529 Be Rolled Into a Roth IRA?

Feb 14, 20249 min
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Episode description

Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.
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