August 7, 2024 • 19 mins
Could your children or grandchildren’s 529 plan be the key to their future retirement success? In this insightful episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, explores the new provisions of the Secure 2.0 Act that allow 529 plan rollovers to Roth IRAs. Larry outlines the conditions and strategic benefits of this new rule, …
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