Tag: 529 plan to roth
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529 Plan to Roth IRA: What Parents Need to Know in 2025

I learned something recently that really made me want to tell everybody I know, the fact that the government now allows people with a 529 plan for their child to transfer the money into a Roth IRA account for their beneficiary! Of course, there are some caveats… If you haven’t come across it before, a… Read more
