Understanding 529 Plan-to-Roth IRA Rollovers: A New Financial Planning Opportunity
On December 29, 2022, the President signed into law the Consolidated Appropriations Act, 2023, the omnibus spending bill for the year. It includes a number of taxpayer-friendly changes that had been in various other bills before Congress. The changes together have come to be called the SECURE Act 2.0. With the passage of the SECURE […]