The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs

Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect. Families with excess funds in their 529 College Savings Plans will be allowed to convert those 529 Savings plan assets into Roth IRAs. In this episode, Evan Shorten and Elean Mendoza discuss everything you need to know regarding the conversion process. Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE . For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los Angeles, CA 90067 T: (310) 557-1515 E: info@paragonfinancialpartners.com Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE .

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The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs is an episode from Paragon Financial Partners by Paragon Financial Partners.

This episode is 11:58 long.

This episode was published on Aug 25, 2023.

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