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Finance Erica Mathews, CFP® Finance Erica Mathews, CFP®

529-to-Roth Rollovers – What are they?

One of the most common college savings vehicles right now is a 529 plan. While 529 funds never expire and can be passed on to another family member by the account owner, circumstances sometimes arise where the account owner would like the money to remain the beneficiary’s. This is where the 529-to-Roth rollover over could make sense.

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