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Use a 529 to fund your child’s Roth IRA

Use a 529 to fund your child’s Roth IRA

| January 10, 2024


Did you know you can use a 529 to fund your child's Roth IRA?

If you are looking to plan for your child's future beyond education expenses, you have options if you have unused 529 funds, thanks to a provision in the SECURE 2.0 Act. Read more about your options and factors to consider, like the holding period, contribution limits, and potential impact on education funding. Read more: