Discover the Latest Enhancements in 529 Plans for Improved Utilization

Thursday, 2 May 2024, 14:00
Learn about the significant improvements in 529 plans this year, including the ability to rollover unused funds to Roth IRAs, creating new opportunities for financial planning. Keep in mind that specific conditions must be met to take advantage of these enhancements, offering more flexibility and options to maximize your savings and investments.
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Discover the Latest Enhancements in 529 Plans for Improved Utilization

529 Plans Updates: Enhanced Flexibility for Better Financial Planning

Explore the latest changes in 529 plans that can significantly impact your financial strategies and savings.

Key Features:

  • Enhanced Flexibility: Rollover unused funds to Roth IRAs
  • Conditions Apply: Eligibility criteria must be met

With these updates, you have more options to optimize your financial planning and make the most of your investments. Stay informed to take full advantage of the benefits provided.

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