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529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
Features November 22, 2024 at 05:50 PM
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What You Need To Know
- 2024 is the first year that clients can roll 529 plan assets into a Roth IRA.
- This option should give clients peace of mind about "committing" to a 529 plan, Jeff Levine and Ed Slott say.
- Questions remain on how the lifetime rollover limit and 15-year rule apply if the beneficiary is changed.
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