CNBC:  A ‘significant objection’ to 529 college savings plans will go away on Jan. 1. ‘This is a big deal,’ expert says

December 28, 2023

Jessica Dickler interviewed CSF Chair Vivian Tsai on the opportunities for families to roll over 529 plan funds into Roth IRAs under SECURE 2.0 as of January 1, 2024. 

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