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496 | Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp
ChooseFI
Explaining the Conversion of 529 Funds to Roth IRAs up to $35,000
Learn about the new law permitting the conversion of remaining 529 funds to Roth IRAs, with insights on addressing excess 529 funding concerns and the conversion requirements like beneficiary matching, account open duration, and beneficiary's need for earned income.
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