A New Surprise For U.S. Savers: Turn 529s Into Retirement Money
When financial planner Larry Pon started reading about the SECURE 2.0 Act that overhauls retirement saving, he was shocked at the provision about college funds. "Hey, this applies to me!" the certified public accountant from Redwood Shores, California, said. The new legislation lets savers roll over unused funds from their kids' 529 college-savings plans into a Roth IRA. As it…
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