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Convert 529 Plan To Roth Ira 2025

Convert 529 Plan To Roth Ira 2025. In 2025 unused money in a 529 plan can start to be converted into a roth ira, eliminating one of the defects in the education savings plan. While this is a great benefit, there are a number of rules you’ll need to follow.


Convert 529 Plan To Roth Ira 2025

529 beneficiaries can convert a portion of unused funds to a roth ira starting in 2025. But there are some stringent.

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