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Investing Blog Roundup: Rolling 529 Dollars to a Roth IRA

Due to the SECURE Act 2.0 owners of 529 plans can roll a limited amount of of the 529 money into a Roth IRA. As Allan Roth explains in a recent article, there are several rules to follow, some administrative challenges, as well as a bit of remaining ambiguity in the law.

The Law and Strategies to Convert a College 529 to a Roth from Allan Roth

Other Recommended Reading

Practical Considerations in Tax-Efficient Distribution Planning from Wade Pfau, Joe Elsasser, and Steven Jarvis
Is the U.S. Stock Market Too Concentrated? from Ben Carlson
Evidence to the Contrary of Limiting Beliefs from Katie Gatti Tassin
Study: IRS Could Collect Billions More with Full Funding from Martha Waggoner
No ‘Gotcha’ Enforcement of BOI Regulations, FinCEN Chief Vows from Martha Waggoner
Employers Can Now Enroll Workers in Some Emergency Savings Accounts from Ann Carrns

Thanks for reading!

What is the Best Age to Claim Social Security?

Read the answers to this question and several other Social Security questions in my latest book:


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Click here to see it on Amazon.

Disclaimer:Your subscription to this blog does not create a CPA-client or other professional services relationship between you and Michael Piper or between you and Simple Subjects, LLC. By subscribing, you explicitly agree not to hold Michael Piper or Simple Subjects, LLC liable in any way for damages arising from decisions you make based on the information available herein. Neither Michael Piper nor Simple Subjects, LLC makes any warranty as to the accuracy of any information contained in this communication. The information contained herein is for informational and entertainment purposes only and does not constitute financial advice. On financial matters for which assistance is needed, I strongly urge you to meet with a professional advisor who (unlike me) has a professional relationship with you and who (again, unlike me) knows the relevant details of your situation.

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