Listen

Description

The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA.

But how likely are you to actually benefit from this strategy? In this episode, we find out ...

EPISODE RESOURCES

CNBC Roth IRA/529 Article

 

And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Support the show