529 News

Vestpointe Wealth Management |

The SECURE 2.0 Act allows a new option for individuals with excess funds in their 529 college savings accounts. It allows for a tax-free rollover of unused assets into the beneficiary’s Roth IRA starting in 2024. It’s important to be cautious as certain limitations apply. We would be happy to assist, please contact us at 602-212-1040.