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Did Congress Lie about Converting 529 to a Roth IRA? | FINTIPS

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA 529 To A Roth IRA? Congress Lied. In recent years, many families have relied on 529 plans to save for their children's education expenses. These tax-advantaged accounts have been promoted as the ideal way to fund higher education, with contributions growing tax-free and withdrawals being tax-free as well. However, a little-known provision hidden deep within the fine print of the tax code has left many feeling deceived. Congre

New 529 Plan to Roth IRA Rollover | A Powerful New SECURE Act 2.0 Strategy

SECURE Act 2.0 made some major changes to current retirement planning laws. Has your retirement plan adapted? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Timestamps: 0:00 New SECURE Act 2.0 Rollover Strategy 0:28 529 Plans Explained 2:13 The 529 Plan to Roth IRA Rollover 5:27 The Million Dollar Family Gifting Strategy - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: 🏆 Join our Weekly Email Series: 📈 Talk with us about your retirement plan here: 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only a