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Now You Can Roll Over Unused 529 Funds to a Roth IRA

If your child decides not to go to college, or chooses a different path the SECURE 2.0 Act allows for parents to move that money without a tax penalty.

United statesMelissa lydonTrends in college pricingCollege boardCollege pricingEvoque investmentsGreat barringtonParents change strategy given

New for 2024—Parents Can Roll Unused 529 Education Funds Into a Roth IRA

Is it the (financial) gift that keeps on giving?

United statesMelissa lydonSarah scottCollege boardTrends in college pricingCollege pricingEvoque investmentsGreat barringtonParents change strategy givenRoth iraFinancial planningMelissa lydon529 planCollege tuitionIndividual retirement accountNused 529 funds

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