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A 529 plan is one of the best generational wealth transfer tools. Instead of just giving our kids or grandchildren money, it’s way better to give them the gift of education. Thanks to the SECURE Act 2.0, we will be able to roll over leftover 529 funds to a Roth IRA without taxes or penalties.
The post Rolling Over Leftover 529 Funds Into A Roth IRA: Who Cares? appeared first on Financial Samurai.
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