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Unused 529 to Roth IRA Conversions Thumbnail

Unused 529 to Roth IRA Conversions

We met with a young couple that just had their first baby and wanted to learn more about contributing to a 529 for their child. One of their main concerns is what happens to the money if they do not use the 529 for college? That question has caused many parents to procrastinate about using 529s for college savings resulting in less opportunity to fund school for their children. Secure Act 2.0 helped alleviate that concern!

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