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SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]
Money Minutes for Doctors
English - March 27, 2024 16:06 - 21.7 MB - ★★★★★ - 12 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 4 Tax Rules for Doctors’ IRA Contributions [Podcast]
To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts:
Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA
529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529
SECURE Act 2.0 Article by Josh Lantz: https://mdfinancialadvisors.com/blog/secure-act-2?rq=529%20plan