529 accounts

6 Things to Know About How the New 529 to Roth IRA Transfer Rule Works

6 Things to Know About How the New 529 to Roth IRA Transfer Rule Works

A new rule starting in 2024 opens up exciting opportunities for 529 account holders looking to boost their retirement savings. With this change, you can now transfer funds to your Roth IRA under certain conditions, bypassing some of the usual restrictions. Ready to learn more? Read on about how this could benefit you and your family’s future…