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

Paragon Financial Partners by Paragon Financial Partners

Aug 25, 202311:58Business

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 a...

About This Episode

The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs is an episode from Paragon Financial Partners by Paragon Financial Partners. Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes i...

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Episode Details

Published Aug 25, 2023, 11:58 long, audio available.