How to Convert Unused 529 Funds to a Roth IRA | Avoid Taxes & Penalties for Retirement Savings
Автор: Erin Talks Money
Загружено: 2025-02-10
Просмотров: 15406
Описание:
00:00 Intro
00:34 529 Plan
02:18 529 to Roth IRA
03:09 Eligibility - Beneficiary Rule
04:56 Eligibility- 15-year Requirement
05:24 The Conversion Process
06:01 Conversion Limits
07:05 Conversion - Example
10:13 Strong Case for a 529
Learn how to convert unused 529 plan funds into a Roth IRA in 2024 and avoid taxes and penalties while boosting your retirement savings. This step-by-step guide explains the new SECURE Act 2.0 rule, eligibility requirements, and conversion limits, helping you make the most of your 529 plan. Whether you're looking to grow your savings tax-free or maximize retirement benefits, converting 529 funds to a Roth IRA is a powerful strategy. Watch now to unlock the potential of your education savings for retirement!
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Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.
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