529 to Roth IRA Rollovers: What you need to know
UBS On-Air: Conversations
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Navigating 529 to Roth IRA Rollovers and Reporting Guidelines
Exploring the step-by-step process of requesting distributions from a 529 plan for Roth IRA rollovers, including guidance on making direct payments to the IRA custodian and IRS reporting requirements.
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