529 Conversion To Roth Ira 2024 Fidelity

529 Conversion To Roth Ira 2024 Fidelity. What's a roth ira conversion? 529 to roth ira rollovers can be made beginning in 2024.


529 Conversion To Roth Ira 2024 Fidelity

There are two different considerations to make when planning the timing and size of a roth conversion from your workplace retirement plan, as opposed to a. The secure 2.0 act, which became law in december 2022, makes it potentially more attractive to make a 529 to roth ira conversion starting in 2024.

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