Rolling a 529 into a Roth IRA

Rolling a 529 into a Roth IRA

Rolling a 529 into a Roth IRA Jessica Hultberg, CFP®Nov 20, 2023 | 4 min read Saving for your kid’s college can be a daunting task. In recent years, 529 savings plans have become a popular tool for saving for college in a tax-efficient way. One concern, however, is...