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New SECURE 2.0 Planning Move – 529 To Roth

Por: Forbes Business January 21, 2023

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SECURE 2.0 introduced an interesting possibility - The Baby Rothgetty SECURE 2.0 was part of the Consolidated Appropriations Act, 2023. It introduces a significant number of changes to contributions, simplicity of participation, and the date for beginning Required Minimum Distributions (RMD). However, one interesting twist is a provision that allows a 529 education plan to be rolled into a Roth. Aside from a great opportunity to extend tax-free... + full article



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