529 to Roth Rollover? It’s legit.
Make sure you read up on the rules and eligibility.
This strategy can be a powerful- especially for young adults who may not need the full amount for education but could benefit from a jumpstart on retirement savings. Make sure you read up on the rules and eligibility.
-
Kerim Tulun, CFP®
Share:
RELATED Posts

Tired of Living Paycheck to Paycheck? Change this now
Since 1980, the S&P 500 has averaged a correction (a drop of 10% or more) nearly every 1–2 years.

The Harsh Truth About the Stock Market
Since 1980, the S&P 500 has averaged a correction (a drop of 10% or more) nearly every 1–2 years.

TRUMP’S TARIFFS ARE IN : Should you sell stocks?
Trump’s Tariffs are in: Should you sell stocks? Short answer: No.