
EP.82 HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT
Directed IRA Podcast
00:00
The Rothification of the 529 Plan Funds
Some used 529 plan funds can be rolled to the Roth IRA of the 529 beneficiary. You still have to be taking RMD next year in 2023. Still got to do it for 2022, but 2024 is when that one goes into effect. And then they now have a Roth IRA with up to 35k and that 529 plan funds are going to grow in and coming out tax free.
Transcript
Play full episode