SECURE Act 2.0
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 14, 2024 by Phil Bearer · across every show →
Everything said about SECURE Act 2.0, 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. …”