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New bill allows 529 funds to be rolled over to a Roth IRA! Does this create a Super Backdoor Roth IRA?

December 28, 2022

When I first heard that rollovers from a 529 to Roth IRA were going to be allowed, my eyes got wide and images of funneling

December 28, 2022

When I first heard that rollovers from a 529 to Roth IRA were going to be allowed, my eyes got wide and images of funneling

Hi, I’m Jeremy! I retired at 36 and currently have a net worth of over $4 million.

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