Wealth Simplified with Waldron Private Wealth

What the Finance - Converting a 529 to a Roth IRA

February 14, 2024 Waldron Private Wealth
Wealth Simplified with Waldron Private Wealth
What the Finance - Converting a 529 to a Roth IRA
Show Notes

In this episode of What the Finance, Ali breaks down some key considerations when looking at the new 529 to Roth IRA conversion strategy.