Student Loans Simplified
New legislation allows for rolling over 529 plan funds into a Roth IRA, offering greater flexibility for parents saving for college. This change can serve as a strategic advantage for those who may have over-saved for education. Additionally, the recent FAFSA launch has sparked frustration among users, highlighting the complexities of financial aid applications.In this clip
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Related Questions
What are some strategic uses for the new Roth conversion rule for 529 plans discussed in the episode 421 | Secure Act 2.0 Deep Dive | Sean Mullaney and the clip 529 Plan Rollovers?
How does the new Roth conversion rule work for 529 plans as discussed in the episode 421 | Secure Act 2.0 Deep Dive | Sean Mullaney and the clip 529 Plan Insights?
What are some strategic uses for the new Roth conversion rule for 529 plans?