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Secure 2.0 Act: 529 to Roth Conversion

  • The Converse Team
  • Apr 19, 2023
  • 1 min read

Updated: Jan 21

Brandon Converse breaks down the new 529 to Roth IRA conversion option introduced by the Secure 2.0 Act. Learn how you can transfer unused 529 plan funds into a Roth IRA, giving you more flexibility and potential tax benefits for retirement.



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