The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs
Paragon Financial Partners

The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs

2023-08-25
Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect. Families with excess funds in their 529 College Savings Plans will be allowed to convert those 529 Savings plan assets into Roth IRAs. In this episode, Evan Shorten and Elean Mendoza discuss everything you need to know regarding the conversion process.    Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE. 
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