Can I Roll Unused College Savings Funds to a Roth IRA?

By |2023-09-13T18:09:39+00:00September 13th, 2023|College Savings|

Secure Act 2.0 Now Allows for 529 to Roth IRA Rollovers Secure ACT 2.0, passed by Congress late last year (read more about it here) added a nice new quirk to help college savers with unused funds they have put into a 529 plan. Starting in 2024, beneficiaries of [...]