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Tag: 529 plans

Secure 2.0 Law Allows Roth Conversion of Unused 529 School Accounts

Posted on January 12, 2023January 21, 2023 by postboxus

Advisors celebrated the passing of a retirement reform law at the end of 2022. Most of the discussion centered on provisions allowing savers more leeway in their retirement preparations and incentivizing more employers to provide workplace savings programs.

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