Rolling Over Unused 529 College Savings to a Roth IRA as an Estate Planning Tool

Download video

Rolling Over Unused 529 College Savings to a Roth IRA as an Estate Planning Tool

63 views

Justin Bolmgren - President at Bolmgren RetirePLAN

1 year ago

Rolling Over Unused 529 College Savings to a Roth IRA as an Estate Planning Tool

2:13

Rolling Over Unused 529 College Savings to a Roth IRA as an Estate Planning Tool

by Justin Bolmgren - President at Bolmgren RetirePLAN

6:53

Rolling over a 529 plan to a Roth IRA

by Keith Wilson

1:00

What can you do with unused 529 funds?

by Edelman Financial Engines

1:50

529 Plan to Roth IRA Rollover (Secure Act 2.0)

by saving4college

10:57

Big Changes are Happening to 529 Plans in 2024

by Karlton Dennis

4:55

Leftover 529 Funds - 6 options for excess 529 money

by Financial Awareness

12:41

529 to Roth IRA?: Start the Clock

by ProPlan Wealth

11:59

The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs

by Paragon Financial Partners

6:29

Can you convert a 529 to a Roth IRA?

by What Ted Says

8:11

HOW TO ROLLOVER A 529 TO A ROTH IRA

by Anthony Drew Gary

9:25

EP 163: Convert 529 Funds to Roth IRA

by Peak Wealth Management, LLC

14:39

Can You Roll a 529 Into A Roth IRA? SECURE ACT 2.0

by New Money New Problems

6:09

What can you do with unused 529 money?

by WTVR CBS 6

2:37

Secure Act 2.0: Converting 529 Funds to Roth IRA

by Cary Stamp \& Company

20:18

New Laws, New Opportunities: Secure Act 2.0 Changes to 529 Plans [Ep. 158]

by Life Unlimited with Larry Heller, CFP®, CDFA®, CPA

12:49

What GRANDPARENTS Don't Know About 529 College Savings Plans

by Zach Morris, CFP®

Best on Vidoe

Rolling Over Unused 529 College Savings to a Roth IRA as an Estate Planning Tool