Monthly Archives: February 2024

A 529 Plan to Roth IRA

Hey, did you catch wind of this little-known fact? Now you can roll over any leftover 529 plan funds into Roth IRAs – and it’s pretty darn exciting! This nifty rule came into play starting January 1st, 2024. Let’s break it down with a bit of strategy – are you playing defense or offense? On the defensive side, you might’ve considered the classic 529 objections – “My kids will get a scholarship” or “They’re heading to a budget-friendly in-state school.” … Continue reading

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