Episode 84: Converting 529 Plan Balances To A Roth IRA

T&D Wealth Management
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
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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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