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