EPISODE · Mar 6, 2023 · 35 MIN

Episode #38 | 529 Plans

from The Financially Sharp (F Sharp) Podcast · host The F Sharp Podcast

The $1.7 trillion federal omnibus spending package that was recently passed by Congress has a provision that allows tax-free rollovers of up to $35,000 in 529 tuition savings plans to Roth individual retirement accounts starting in 2024. #529plan #EducationSavings #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

Episode metadata supplied by the publisher feed · Published Mar 6, 2023

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Episode #38 | 529 Plans

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