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SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

Money Minutes for Doctors · MD Financial Advisors

March 27, 2024

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Show Notes

To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts:

Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA

529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529

SECURE Act 2.0 Article by Josh Lantz: https://mdfinancialadvisors.com/blog/secure-act-2?rq=529%20plan