Episode 84: Converting 529 Plan Balances To A Roth IRA

By Gavin L. DiStasi | March 27, 2024

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Episode 84: Converting 529 Plan Balances To A Roth IRA

00:00 / 5:46

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA. Contact us at Topel & DiStasi Wealth Management.

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