EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained

EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained

| January 15, 2024

EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how families who are saving for education in 529 plans are now allowed to roll over unused funds from those accounts into Roth individual retirement accounts (IRA) without incurring tax penalties. There are a few limitations to the new rollover measure - Join our conversation to learn everything you need to know about planning for your child's financial future!

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