#tax-free growth

2 stories

#roth ira #529 plan #college savings #conversions #early withdrawal #five-year rule #retirees #retirement windfall #roth conversion #senate bill #tax penalty #unlimited rollover

529 Plan Rollovers Could Boost Retirement Savings
A Senate bill removes the $35,000 lifetime cap on 529 plan rollovers to Roth IRAs, potentially turning unused college savings into retirement windfalls.
Kiplinger · 1m
Roth Conversion Rule Confusion
Retirees over 66 can access Roth conversions without penalty after five years.
24/7 Wall St. · 1m