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Can You Roll a 529 Into A Roth IRA? episode artwork

EPISODE · Feb 17, 2023 · 14 MIN

Can You Roll a 529 Into A Roth IRA?

from New Money New Problems Podcast · host NewMoneyNewProblems.com | New Money Solutions for New Money Problems

The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA.But how likely are you to actually benefit from this strategy? In this episode, we find out ...EPISODE RESOURCES CNBC Roth IRA/529 Article  And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

What this episode covers

The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA. But how likely are you to actually benefit from this strategy? In this episode, we find out ... EPISODE RESOURCES CNBC Roth IRA/529 Article And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

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Can You Roll a 529 Into A Roth IRA?

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How long is this episode of New Money New Problems Podcast?

This episode is 14 minutes long.

When was this New Money New Problems Podcast episode published?

This episode was published on February 17, 2023.

What is this episode about?

The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA.But how likely are you to actually benefit from this strategy? In this episode, we find...

Can I download this New Money New Problems Podcast episode?

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