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Suze School: 529 Plans and Roths - What You Can and Can't Do

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

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How to Transfer $35,000 to a Roth IRA

The Secure Act 2.0 will take effect in 2024, so not till then can you transfer money to a Roth IRA. The 529 plan must have been maintained by you for 15 years or longer. Any contribution made within the last five years is ineligible to be moved to a Roth IRAs.

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