NOT FOR REPRINT
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a Shrug
Analysis March 06, 2024 at 11:41 AM
Share & Print
What You Need To Know
- The jury is still out on how beneficial the Secure 2.0 Act's 529-to-Roth IRA transfer option will be.
- Planners are still awaiting IRS guidance on how, exactly, the rules will apply.
- There are often more effective vehicles for college savings, an advisor says.
NOT FOR REPRINT
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More Information