Podcast: SECURE 2.0 allows for §529 plan rollovers to Roth accounts

This week we’re covering one of the provisions of the new SECURE 2.0 Act, which deals with §529 plan rollovers to Roth accounts.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-03-23.mp3

Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-secure-2-0-allows-for-529-plan-rollovers-to-roth-accounts