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529 Plan to Roth IRA Rollover Tips Discover how to make the most of the new 529 plan-to-Roth IRA rollover option! In this video, we break down the key rules, eligibility requirements, and tips to ensure a smooth and tax-efficient transition of unused 529 funds to a Roth IRA. Secure your financial future and retirement savings with this strategic move.
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#Inheritance & Estate Planning
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#Retirement & Pension
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