Roll Over 529 Plan to Roth IRA Starting 2024

The biggest change in the SECURE Act 2.0 is the ability to roll over 529 plan funds to a Roth IRA starting in 2024.

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.