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Posts Tagged ‘SECURE act 2.0’

New bill allows unused 529 college funds to become a retirement tool

December 29, 2022
Yahoo finance

  College Inside Track’s Heidi King was featured on Yahoo Finance discussing new rules allowing 529 Plan funds to roll over into Roth IRAs tax and penalty free. Beneficiaries of 529 plans can begin to take advantage of the changes in 2024.

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Recent Posts

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  • One Big Beautiful Bill Act expands 529 Plans
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