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Money Moves with Jill Schlesinger — Should I Start a 529 for a Future Roth?
Not scored yet11m·2023-08-15·Money

Should I Start a 529 for a Future Roth?

Money Moves with Jill Schlesinger

With the new rules on being able to roll $35k of a 529 into a Roth IRA after its been open at least 15 years, I was wondering if it might be a good strategy to start a 529 for myself to get the state tax benefits with the plan to eventually roll it into a 529? Have a money question? Email us here Subscribe to Jill on…

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