Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Tax-Free Rollovers of 529 Plan Funds to Roth IRAs Allowed Under SECURE 2.0
The Modern Workplace, by Lathrop GPM [Guidance Overview] Mar. 15, 2023 "SECURE 2.0 ... amends the Internal Revenue Code to permit tax‑free and penalty‑free rollovers from 529 accounts to Roth IRAs in certain circumstances. This is a great opportunity to extend tax-free investments for children or grandchildren. This provision takes effect in 2024 but, the rollovers are not allowed without limits." |
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