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February 2025

A stack of books with colorful blocks reading "529" sits next to a white piggy bank against a pink panel background, symbolizing the potential for a 529 plan to rollover into a Roth IRA.

Using a 529 Plan to Rollover into Roth IRA: A Guide for Families

Tax Corner I Blog, Tax Planning & Strategy

Are you exploring ways to make the most of any leftover 529 Plan funds? Thanks to the Secure 2.0 Act, you now have the option of using a 529 Plan to Rollover into Roth IRA- thereby taking advantage of those unused education savings towards creating a more tax-efficient path to retirement security. Essentially, you’re transferring

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