Video: Can You Turn a 529 Plan Into a Roth IRA?

Video: Can You Turn a 529 Plan Into a Roth IRA?

May 23, 2025

Is it possible to convert a 529 College Savings Plan into a Roth IRA???

With a recent law change, this might be possible for you! Watch Pat break it down in this video that he took while enjoying a round of golf. 

To get in contact with our team about this opportunity or any other financial questions, click here
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