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Roll Unused 529 College Savings Into a Roth IRA

Posted by Susan Ford | Jan 16, 2024 | 0 Comments

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are in effect, and they could substantially impact your family's financial future. We’ll explain how the new law affects your unused 529 college savings account and what that means for your future savings.

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