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Case Study: Money Left in a 529 Plan
Manage episode 407739908 series 12842
Text us your financial questions!
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
567 episodes
Manage episode 407739908 series 12842
Text us your financial questions!
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
567 episodes
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