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EverettWA-AGN37
1604 Hewitt Ave Ste 311
Everett, WA 98201-3536
T: 425.212.2082
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SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
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