The SECURE Act 2.0: The Most Impactful Provisions #10 — Moving 529 Assets to a Roth IRA
Key Takeaways Prior to the SECURE Act 2.0, if a 529 plan beneficiary did not use all of the funds for qualified education expenses (for example, the beneficiary graduated without using all of the funds in the 529), the options for withdrawal were not particularly attractive. However, under the new law, those “excess’ funds can […]