EP 163: Convert 529 Funds to Roth IRA

Families can make a tax-free rollover from 529 plans to Roth Individual retirement accounts starting in 2024. In this episode, Nick Hopwood, CFP® and Preston Gee, Peak wealth advisor, discuss the provision that has been included in the $1.7 trillion government funding package that lets savers roll the money free of income tax or tax penalties. 

—

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.