Eric Kipperman •
New for tax year 2024, there is an opportunity to roll over funds from a 529 plan to a qualified Roth IRA account. At this point, you may be scratching your head, wondering, ‘What is a 529 plan?’ Don’t worry, you are not alone. We are here to break it down for you.
New for tax year 2024, there is an opportunity to roll over funds from a 529 plan to a qualified Roth IRA account. At this point, you may be scratching your head, wondering, ‘What is a 529 plan?’ Don’t worry, you are not alone. We are here to break it down for you.