Financial Planning

Did You Know? 529 to Roth IRA Conversion Opportunities

Submitted by Reinke Gray Wealth Management on January 22nd, 2024

We wanted to share some news that could have a significant impact on your financial planning. Thanks to changes to the SECURE ACT 2.0 there are now situations in which funds can be converted from 529 savings plans into Roth IRAs.

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Financial Planning

Contact Us

Don't hesitate to get in touch with us.We would love the opportunity to become your trusted advisor.

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.