Radio and PodcastRadio and PodcastLive Radio & Podcasts
Episode 84: Converting 529 Plan Balances To A Roth IRA artwork
Business

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