529 Archives

October 13, 2025November 28, 2025Retirement Plan Rollovers

State Tax Treatment of 529-to-Roth IRA Rollovers

By now, most of you probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over […]

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Tag: 529

State Tax Treatment of 529-to-Roth IRA Rollovers

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