Episode #38 | 529 Plans
The Financially Sharp (F Sharp) Podcast

Episode #38 | 529 Plans

2023-03-06

The $1.7 trillion federal omnibus spending package that was recently passed by Congress has a provision that allows tax-free rollovers of up to $35,000 in 529 tuition savings plans to Roth individual retirement accounts starting in 2024. 

#529plan #EducationSavings #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry

Website:
www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth

 

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