Azriel Baer

Azriel Baer

Farrell Fritz, P.C.

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New Savings Opportunity – Converting a 529 Plan to Roth IRA

Recent changes implemented by Secure Act 2.0 provide a powerful retirement opportunity. Starting in 2024, Congress changed the way that 529 accounts work....more

10/14/2024  /  529 Plans , Beneficiaries , Employee Benefits , Individual Retirement Account (IRA) , Retirement Plan , Roth IRA , Tax Penalties
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