Radio and PodcastRadio and PodcastLive Radio & Podcasts
The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs artwork
Business

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...

Related Episodes

Continue listening to more episodes from Paragon Financial Partners.

Year-End Tax-Loss Harvesting

Nov 22, 2024 - 9:52

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss tax-loss harvestin...