529 plan
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 14, 2024 by Phil Bearer · said 2 times in 1 episodes since 2024 · across every show →
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2024 2 mentions in 1 episode
Everything said about 529 plan, oldest first
Aug 14, 2024
SECURE Act 2.0 allows $35,000 rollovers from 529s to Roth IRAs
“January first of this year, the Secure Act two point O came into effect, effectively allowing 35,000 dollars to rollover from a five to nine account to a Roth IRA account. Now, this rollover is a very complex and admin heavy process that takes multiple years. …”