Case Study: Money Left in a 529 Plan

Henssler Money Talks

English - March 19, 2024 12:00 - 14 minutes - 9.65 MB - ★★★★★ - 8 ratings
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Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan.

Read the Article: https://www.henssler.com/navigating-new-rules-roth-ira-rollover-options-for-unused-529-plan-funds