EP 163: Convert 529 Funds to Roth IRA

EP 163: Convert 529 Funds to Roth IRA

| February 06, 2023

EP 163: Convert 529 Funds to Roth IRA

Families can make a tax-free rollover from 529 plans to Roth Individual retirement accounts starting in 2024. In this episode, Nick Hopwood, CFP® and Preston Gee, Peak wealth advisor, discuss the provision that has been included in the $1.7 trillion government funding package that lets savers roll the money free of income tax or tax penalties. 

Listen to our podcast or watch our video below.

**The first five people following the launch of this episode who SUBSCRIBES to our YouTube channel will receive a special gift from our podcast sponsor!