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On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a Shrug
Analysis March 06, 2024 at 11:41 AM
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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.
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