Leftover Funds in Section 529 Plan? There's an opportunity to relocate the fund without penalty. It's the Section 529 Plan Rollover to a Roth IRA. There's a new law taking place in 2024 that changes the guidelines for reinvestment. You may be able to transfer, tax free, some or all of the leftover funds into a Roth IRA. Contact Wastvedt & Company to determine if this tax strategy works for you. Wastvedt & Company (858) 201-6850... ( read more )
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Sec 529 Rollover to Roth IRA - Wastvedt & Company CPA firm As the cost of education continues to rise, many parents find themselves searching for the most effective ways to save for their children's future education expenses. One increasingly popular option is the Section 529 College Savings Plan, which allows individuals to save for edu...
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