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Starting in 2024, you can roll unused 529 assets to a Roth IRA established for the beneficiary subject to certain conditions.


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  • Financial Advisor Flyer
  • You may also find the podcast linked below of interest, as it discusses how 529 plans can be a valuable way to build trust and deepen relationships with your clients – while offering them a great tax-advantaged way to save for future education costs.

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