Peg Creonte

Peg Creonte
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Thank you, SECURE 2.0, for 529-to-Roth IRA rollovers
NEWS OPINION FEB 22, 2023
Thank you, SECURE 2.0, for 529-to-Roth IRA rollovers

While the legislation provides an attractive option for families who end up not needing the money in a 529 plan, it's not clear how many will be eligible to use it.