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EPISODE · Mar 27, 2024
SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]
from Money Minutes for Doctors · host Vestment Financial
To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts:Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA 529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529SECURE Act 2.0 Article by Josh Lantz: https://mdfinancialadvisors.com/blog/secure-act-2?rq=529%20plan
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What this episode covers
You may have heard the buzz surrounding developments with SECURE Act 2.0. Today, we're diving into the new IRS rules that would allow rolling over 529 plans into a Roth IRA. Let’s unravel this news and determine if it's a viable option for you.
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SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]
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