Broker Check
20 March
LEARN - 529 to Roth IRA? Yes, starting in 2024!

Description

529 to Roth IRA?  Yes, starting in 2024

Starting in 2024, 529 account holders will be able to transfer up to a lifetime limit of $35,000 to a Roth IRA for a beneficiary.   Avoid taxes and penalties for nonqualified withdrawals.  Perhaps fund a Roth IRA in years when account owners are not otherwise eligible.

We believe presenting information on various topics might spark your interest, answer a question you may have, or start a conversation.  Our LEARN seminar series addresses various financial topics and occasionally lifestyle topics.

LEARN sessions are planned to be 20-25 minutes.  Questions may be asked at the session, or to maintain confidentiality on specific questions, please direct follow-up questions to your Advisor. 

529 to Roth IRA?  Yes, starting in 2024

Starting in 2024, 529 account holders will be able to transfer up to a lifetime limit of $35,000 to a Roth IRA for a beneficiary.   Avoid taxes and penalties for nonqualified withdrawals.  Perhaps fund a Roth IRA in years when account owners are not otherwise eligible.


Date and Time

Wed, Mar 20, 2024

5:15p - 5:45p CST

Location

Decorah office, West Union office, and via web meeting

PT30M

Event Registration


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