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Episode #38 | 529 Plans
Manage episode 357175356 series 3424275
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The $1.7 trillion federal omnibus spending package that was recently passed by Congress has a provision that allows tax-free rollovers of up to $35,000 in 529 tuition savings plans to Roth individual retirement accounts starting in 2024.
#529plan #EducationSavings #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
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