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Episode 84: Converting 529 Plan Balances To A Roth IRA artwork
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Episode 84: Converting 529 Plan Balances To A Roth IRA

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice by Balanced Wealth Podcast

Mar 27, 202400:05:46Business

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA

About This Episode

Episode 84: Converting 529 Plan Balances To A Roth IRA is an episode from Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice by Balanced Wealth Podcast. In this episode we discuss the new rules for converting unuse...

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Episode Details

Published Mar 27, 2024, 00:05:46 long, audio available.