Accavallo & Company, LLC

Converting a Section 529 Plan Balance to a Roth IRA

Roth IRA to 529 Plan

In December 2022, Congress passed the SECURE 2.0 Act, bringing exciting changes to Section 529 plans that can make you rethink how you save for your child’s education. If you’ve been wondering about the best way to prepare for educational expenses while ensuring flexibility and tax advantages, the new 529-to-Roth IRA conversion rule might be […]